Slow Money Show (1-19-22) - Featuring the ARC Asset Management Team: Jean Paul Lagarde & Michael Thomas

Jean Paul Lagarde and Michael Thomas explore all things inflation on this week’s Slow Money Show. From reported inflation (CPI/PCE), to Business Surveys like the Institute of Supply Management (ISM) and NFIB (small business) surveys, to commodity prices, consumer inflation exceptions and market implied inflation expectations, the bottom line is inflation matters. We also discuss FED actions, the recent increase in rates and their ramifications on credit and equity markets.