#85 Marcelo Spagnuolo – The Economic Impact of War

The Inflationist, Marcelo Spagnuolo is an investment manager and seasoned specialist in many industries of financial advisory. Marcelo is a global macro expert with a particular expertise in inflation. Based out of Argentina, he provides a powerful perspective on inflation and his thoughts on the subject have been recognised globally.

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(00:00) Introduction
(03:48) The early moments of the economic crisis
(09:40) How do you control rapidly increasing inflation?
(15:44) Ukraine/Russia war & knock on side effects
(22:12) Food shortages as a result of supply chain issues 
(27:21) The reality of developing products locally 
(32:52) The disconnection between equity markets & the economy
(42:45) What is the fair value of tech companies on the NASDAQ?
(47:01) Inflation is an illness and the overall impact on markets 
(49:00) How do you protect your wealth during economic downturns?
(51:30) The historical events of gold as a commodity
(44:49) Plan versus execution in building a portfolio   

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