Legacy’s Latest "We're Back" – January 21, 2021
Hosted by: Brent Bunger and Richard Baer
We are back after our July 4th break! No lack of action in the world as fears of another wave of shut-downs dampens the re-opening euphoria. Tackling inflation as promised. Markets have shifted back to the big growth names for now, see Apple and Alphabet, while the Chinese markets crater as the government cracks down on public companies.
Inflation:
- Transitory or here to stay?
- What’s with the interest rates?
- What works in an inflationary environment?
Markets:
- Shift back to growth names?
- Is the run for “re-opening” stocks over or is this just a pause?
- Chinese markets dive.
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