#85 Marcelo Spagnuolo – The Economic Impact of War

The Inflationist, Marcelo Spagnuolo is an investment manager and seasoned specialist in many industries of financial advisory. Marcelo is a global macro expert with a particular expertise in inflation. Based out of Argentina, he provides a powerful perspective on inflation and his thoughts on the subject have been recognised globally. ⏺️ Voics: https://www.voics.co/🎙️ Podcast University: https://bit.ly/3Dqip2S🎤 Podcast Accelerator: https://bit.ly/3f1ir81📞 Schedule Free Call: https://bit.ly/3GsNyTU(00:00) Introduction(03:48) The early moments of the economic crisis (09:40) How do you control rapidly increasing inflation? (15:44) Ukraine/Russia war & knock on side effects(22:12) Food shortages as a result of supply chain issues  (27:21) The reality of developing products locally  (32:52) The disconnection between equity markets & the economy (42:45) What is the fair value of tech companies on the NASDAQ? (47:01) Inflation is an illness and the overall impact on markets  (49:00) How do you protect your wealth during economic downturns? (51:30) The historical events of gold as a commodity(44:49) Plan versus execution in building a portfolio   Please leave a review:- Spotify: https://spoti.fi/36RrL9Y- Apple: https://apple.co/3uCwViFSocials:- YouTube: https://bit.ly/3HleVy2- Spotify: https://spoti.fi/3EE3FuG- Apple: https://apple.co/32ArW7D- LinkedIn: https://bit.ly/3FCS3JA- TikTok: https://bit.ly/314iZD6Services:- Career mentoring: https://bit.ly/3FCS3JA- Podcast consulting: https://bit.ly/3aYzm5w- Newsletter: https://bit.ly/3JqwkXASupport the show