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This episode was recorded on 21 May 2024 and therefore does not reflect any events after this date.
In this week’s episode, Jacob Shah and Laasya Shekaran chat to Torsten Sløk, Partner and Chief Economist at Apollo. With Torsten we discuss whether markets are currently in a bubble, how this is related to AI and inflation, and the current challenges being faced by central banks.
In part two of our interview with Torsten we discuss:
- Why we may see no interest rate cuts this year and how this is related to markets reaching all-time highs.
- The distributional impacts of interest rate rises on different demographics and whether there’s a better way to address high inflation.
- The transmission of monetary policy and effectiveness of interest rate rises in controlling inflation in the current environment.
- What we need to observe to have confidence that inflation is coming under control and target consistent.
What’s one thing you would like listeners to take away?
If inflation is going to be a problem for longer and therefore interest rates are going to be higher for longer, then you should be in front end fixed income and higher up the quality spectrum.
Recommendations for good books or podcasts:
Each LCP Investment Uncut podcast is for information and marketing purposes only and does not constitute any form of investment or financial advice or a financial promotion (under the Financial Services and Markets Act 2000). All views expressed by the podcast hosts and guests are purely their own opinions and do not represent those of LCP, its clients or affiliates. LCP does not provide any warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. Past performance is not indicative of future returns. Our podcast listeners should always seek independent financial or legal advice before making any financial or investment decisions. Please refer to the Legal Notices section on the LCP website for further information.
