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Podcast: Macro Mornings 💡
Episode: From Disinflation to Inflation – The new postmodern cycle
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· Which are the reasons that poised Value to enjoy long-term tailwinds?
· How can we try to harness the inflationary environments for taking the right choices?
· Why REITs (often seen as a defensive asset during stock market corrections) it’s demonstrating us another history this time.
· From disinflation to inflation, what we should know?