Mike Wilson: 2020 and the Return to Reflation

EPISODE · Dec 23, 2019 · 4 MIN

Mike Wilson: 2020 and the Return to Reflation

from Thoughts on the Market

On today's episode, why escalating labor costs, deglobalization and central bank policies may mean positioning portfolios toward stocks that benefit from rising inflation.

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Mike Wilson: 2020 and the Return to Reflation

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