📈 Why is inflation trade going higher?
Watch our new Investing Wizards episode where JC Parets, founder of All Star Charts, joins Rob Koyfman to discuss various cross-asset themes and the expectation that Value equities will outperform Growth.
Using the Koyfin platform, they cover a wide array of topics:
🔷 JC’s accurate predictions over the past 5 years
🔷 Why bond yields are likely heading higher
🔷 Bullish US Dollar (DXY) a headwind for reflation
🔷Top sectors: Industrials, Energy, Financials and Materials
🔷 India’s strong relative performance
🔷 Uranium trade probably takes a pause near term
Find the link to the full episode in bio.
#investing #bonds #koyfin
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