Dog Money – Alberto Gallo

From pandemic to vaccine rollouts, markets moved from panic to euphoria. Policymakers’ fiscal and monetary stimulus rescued the economy – but now inflation risks are emerging.

Alberto Gallo, portfolio manager at Algebris Investments, will guide us through bond investing in a post-Covid world, and why it needs an essential rethink.

1. Why is inflation a risk against current market valuation?
2. How will central banks’ choices change? Is this the end of QE infinity?
3. Where should we look for value today? How to rethink bond portfolios?

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