Wincrest's Bernard: Inflation Here to Stay

Jun.25 -- While the markets shrugged off inflation, some top managers are still concerned. CalSTRS CIO Chris Ailman says inflation is subtle and creeping in. Barbara Ann Bernard of Wincrest Capital says inflation is here to stay. They discuss their latest investments on Wall Street Week with David Westin.

[michaelbrown]

Mrs Jane is legit and her method works like magic I keep on earning every single week with her new strategy

[skyak]

Wage inflation is the objective, so no surprise it is permanent. The problem is wages will not overtake the rise in cost of living. $15 minimum city wage does not get those workers a better apartment. It only raises the rent, taxes and food prices.
Pushing economies with extremely low interest rates results in fragile, over-leveraged, under productive, anti-competitive institutions.

[ablemedia]

Wow Barbara is glowing. Beautiful smart and rich. I'm crushing hard.😍😍😍

[Oxazepam]

That woman has more wisdom than her age suggest. And she is not the only one worrying about inflation, there is a bunch of smart billionaire as well... Ray Dalio, Michael Burry, Stanley Drukermiller, Paul Tudor Jones, etc... I am not an expert, but common sense make me think they will probably be right. Jerome Powell and Janet Yellen lose fiscal policy combined with Biden social agenda is gonna be a disaster. I am also betting on strong inflation.

[mrpmj]

...+.Stocks for the next 5 years: Amazon, Apple, Facebook, Microsoft, Netflix.
Disney, Wells Fargo, Lowes for the recovery.
My family and friends use things from these companies every day and more of it in the future so I know that these companies will continue to do
well.


[cinnamontwist]

She says the market is all greed no fear, but we hear every talking head on earth go on about inflation. The price is going up but generally on low volume. To me this is to scare you out and try and dissuade the wage inflation that’s coming on imho

[harlyslamm]

All greed and no fear! Now, where have we heard that before, yes that's right, just about when the bubble burst...

[illegalsmirf]

Barbara is an expert in snakes, she must be good with trouser snakes too ;-)

[TalentedTenth]

How much inflation is being imported from trade partners

[cliffordishii]

Add barter to your personal financial infrastructure.

[tsaijay]

I thought stock market and investors anxiety have a negative correlation

[TheDonOfGibraltar]

What a one sided segment. All greed and no fear... look at the options chains skew, downside protection is incredibly pricey at the moment since basically everyone is hedged. It would be nice if the producers could book two guests that didn't just parrot each other. That or have the host push back at least slightly with a counter point to engage in debate.

[phildurre]

well inflation is here to stay atleast 1 year thats for sure

[Eastbayrob]

A little inflation is good means the economy is humming.

[Rnankn]

Decarbonisation of a carbon based economy means negative growth. That’s the best case scenario.