Part 1 Inflation, Interest Rates and Investing in the New World with Michael Ip

In part one of this two part series we examine what is going on in the world. With meaningful inflation, the fastest interest rate rises we’ve ever seen,  geopolitical tensions,  energy prices ever rising and ultra-low unemployment and so on... Michael Ip, Director and Head of Investments and Research at Lighthouse Capital joins me to work through how these structural changes interconnect, how it may play out and what it means in this new world of investing….