This morning, Real Vision hits on some potential big trends that we would expect to develop in our G-economy scenario. Should this scenario unfold, the investing environment will be a lot different than what investors experienced over the past decade. Meanwhile, some insiders are betting on better days ahead in the oil patch.
We start off with Dr. Peter Warburton, director of Economic Perspectives. He joins Real Vision to explain his thesis that the world is entering a new era of fiscal dominance which sounds a lot like INK's G-economy theme. He argues that the policy response to the coronavirus crisis has resembled war-time measures.
Warburton explains the potential that the global shutdowns could trigger an inflationary backlash by the end of this year. Finally, Dr. Warburton suggests several investments and sectors that could prove resistant to that inflationary backlash and even help investors both protect and grow their portfolios through the chaos. Filmed on April 20, 2020, Ultra members and INK subscribers can click on the image to watch.
Inflation could return sooner than people expect
INK Research will be releasing its Energy Top 30 report for April later this week. It will serve as a list of oil patch names that could potentially survive and thrive. Today, INK looks at one name that could very well be on that list.
Did Fink find the floor?
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