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Transitory or Permanent Inflation? Peter Spiller, CG Asset Management

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Manage episode 307358781 series 2882616
Content provided by Julia Gallop and Vermeer Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Julia Gallop and Vermeer Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This week I talk to Peter Spiller, CIO of CG Asset Management about whether inflation is going to be transitory or permanent. Peter also explains how he and the team are investing in this inflationary environment.

Peter Spiller: https://www.cgasset.com/our-team/

Paul Dixey: https://www.linkedin.com/in/paul-dixey/

Literature:

  1. The Great Demographic Reversal: Ageing Societies, Waning Inequality, and an Inflation Revival by Charles Goodhart and Manoj Pradhan
  2. The Holy Grail of Economics by Richard Koo
  continue reading

58 episodes

Artwork
iconShare
 
Manage episode 307358781 series 2882616
Content provided by Julia Gallop and Vermeer Partners. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Julia Gallop and Vermeer Partners or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

This week I talk to Peter Spiller, CIO of CG Asset Management about whether inflation is going to be transitory or permanent. Peter also explains how he and the team are investing in this inflationary environment.

Peter Spiller: https://www.cgasset.com/our-team/

Paul Dixey: https://www.linkedin.com/in/paul-dixey/

Literature:

  1. The Great Demographic Reversal: Ageing Societies, Waning Inequality, and an Inflation Revival by Charles Goodhart and Manoj Pradhan
  2. The Holy Grail of Economics by Richard Koo
  continue reading

58 episodes

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