Inflation Investment Strategy: Find Out Which Sectors Will BEAT Inflation

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#Inflation #InflationInvesting

Summary: In this research video, I am going to be talking about how to navigate this market and profit from inflation by being understanding the macroeconomic data, the Fed's psychology, and the potential themes that can continue benefiting from inflation.

In terms of thematic positioning, I am still a big believer that with the RIGHT timing and RIGHT risk management, the high-growth multiple and Chinese internet sectors can vastly add alpha to portfolios.


⏰ Time Stamps:
0:00 - Welcome back!
3:42 - A brief analysis of the December Fed Press Conference (Fed Minutes Analysis will be posted in YT Community tab several days after this video)
4:58 - Analyzing inflation data and understanding the current macro outlook for investment decision making
13:16 - How to have a proper inflation investment strategy by being positioned in the right sector themes

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