Is inflation over?
21 min listen
Freddy Gray is joined by Kate Andrews, The Spectator’s economics editor; and Mark Asquith, a fund manager, to discuss if the worst of America’s inflationary pressures will soon be a thing of the past.
Mark Asquith
Mark Asquith is a fund manager.
Friday
Friday
Why inflation will soon be over
Here’s a quick test: do you feel, in your bones, that we’ve entered into a new inflationary era or is this just a blip? If you feel we’ve entered into a new inflationary era, you are an economic conservative. You may believe in secular inflation thanks to the following: Brexit, trade wars, de-globalisation, Covid and
Thursday
Stock pickers vs robots
Most people manage to hide from their own failure, so pity the poor fund manager, whose every wild blast is measured in unforgiving performance numbers. Between 70 and 80 per cent of fund managers have underperformed a passive index over the past five years, a ratio known as the slaughtered three quarters. Fund managers are
