Inflation, taper tantrums and equity valuations

<p>This episode of the Invest it Best podcast I speak with David Cassidy, Head of Investment Strategy at <a href='https://www.wilsonsadvisory.com.au/'>WILSONS</a>. We discuss the following;</p> <ul><li>The data points that demonstrate that that the pent up demand is there and ready to go when economies and borders re-open</li> <li>What occurred overseas when economies reopened overseas</li> <li>What is entailed when central banks taper</li> <li>Risks to tapering, including a potential 'taper tantrum'</li> <li>How the CPI figure of inflation is derived</li> <li>What long term bond yields can tell us the direction of interest rates in the future</li> <li>Modern Monetary Theory (MMT)</li> </ul> <p>David's research on <a href='https://www.wilsonsadvisory.com.au/news/qe-tapering-and-zero-cash-rates-a-2022-roa'>QE, Tapering and Zero Cash Rates</a> discussed in the episode can be found <a href='https://www.wilsonsadvisory.com.au/news/qe-tapering-and-zero-cash-rates-a-2022-roa'>here</a></p> <p><a href='https://www.wilsonsadvisory.com.au/news/qe-tapering-and-zero-cash-rates-a-2022-roa'>https://www.wilsonsadvisory.com.au/news/qe-tapering-and-zero-cash-rates-a-2022-roa</a> </p> <p>To stay up to date with WILSONS on <a href='https://www.linkedin.com/company/wilsonsadvisory/'>LinkedIn</a></p> <p>The Invest it Best podcast is proudly brought to you by <a href='https://www.wilsonsadvisory.com.au/'>WILSONS</a>, one of Australia's leading financial advisory firms.</p> <p> WILSONS Financial Services Guide (FSG) can be found <a href='https://login.wilsonsadvisory.com.au/public/Wilsons_FSG.pdf'>here</a></p>