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Description

This week I talk to Peter Spiller, CIO of CG Asset Management about whether inflation is going to be transitory or permanent. Peter also explains how he and the team are investing in this inflationary environment.

Peter Spiller:      https://www.cgasset.com/our-team/

Paul Dixey:          https://www.linkedin.com/in/paul-dixey/

Literature:

1. The Great Demographic Reversal: Ageing Societies, Waning Inequality, and an Inflation Revival by Charles Goodhart and Manoj Pradhan
2. The Holy Grail of Economics by Richard Koo