We are in the very early stages of a new macro regime, and investors need to adapt.
In the second installment of our two-week special, How To Unf*ck Your Future series, Dario Perkins explains why he thinks we’re leaving behind the regime of the past 50 years and currently entering a new multi-decade supercycle.
The Managing Director for Global Macro at TS Lombard tells Roger Hirst that we’re in the very early stages of a new macro environment where the stock market will start to reflect the economy a little bit more and where the balance of power between labor and capital in the economy is tilted toward labor.
In his view, that means it will require a lot more effort for investors to eke out returns. Recorded on Friday, March 3, 2023.
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Originally Posted March 15, 2023
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