Can denial defeat inflation?
About the Episode
The inflation debate is intensifying as fears rise but markets seem to be shrugging. What’s driving the disconnect and what happens if, and when, it gets resolved? Todd Thompson, CFA, Managing Director and Portfolio Manager at Reams Asset Management, and fellow Reams Portfolio Manager, Dimitri Silva, CFA, join Steve Masarik, CFA and Portfolio Specialist, to discuss how inflationary trends could impact the markets into 2022.
About our Guests
Todd Thompson is a Managing Director and Portfolio Manager and leads the fixed-income credit research team at Reams Asset Management.
Dimitri Silva is a Portfolio Manager for Reams Asset Management. His area of focus is global interest rates, FX, and securitized assets.
Steve Masarik is a Senior Vice President and Client Portfolio Manager responsible for representing Reams Asset Management.