It’s the top question on the minds of everyone involved in the markets these days: How long is “transitory” when it comes to the Federal Reserve’s view on hotter-than-normal inflation? Jim Smigiel, chief investment officer at SEI Investments, discusses why his firm is “happy to take the side of an overshoot” when it comes to rising prices. He also discusses the flaws of simplistic 60/40 investing and how there’s more to building a diversified portfolio than just buying an index.  

Mentioned in this podcast:

Powell Has Wall Street Buying View That Inflation Won’t Last

Your Unloved Heirlooms Might Mean Serious Money

Car Dealers Are Selling More Vehicles Above the Sticker Price

An NFT of the World Wide Web Source Code Sold for $5.4 Million

It’s the top question on the minds of everyone involved in the markets these days: How long is “transitory” when it comes to the Federal Reserve’s view on hotter-than-normal inflation? Jim Smigiel, chief investment officer at SEI Investments, discusses why his firm is “happy to take the side of an overshoot” when it comes to rising prices. He also discusses the flaws of simplistic 60/40 investing and how there’s more to building a diversified portfolio than just buying an index.  Mentioned in this podcast:<a href="https://www.bloomberg.com/news/articles/2021-06-11/powell-gets-wall-street-buy-in-to-view-that-inflation-won-t-last?sref=jaGkMhDb">Powell Has Wall Street Buying View That Inflation Won’t Last</a><a href="https://www.bloomberg.com/news/articles/2021-07-01/investors-are-raising-100-million-to-buy-unloved-antiques">Your Unloved Heirlooms Might Mean Serious Money</a><a href="https://www.wsj.com/articles/car-dealers-are-selling-more-vehicles-above-the-sticker-price-11624959180">Car Dealers Are Selling More Vehicles Above the Sticker Price</a><a href="https://www.bloomberg.com/news/articles/2021-06-30/an-nft-of-the-world-wide-web-source-code-sold-for-5-4-million?sref=jaGkMhDb">An NFT of the World Wide Web Source Code Sold for $5.4 Million</a>

Hosts Mike Regan and Vildana Hajric are joined each week by expert guests to discuss the main themes influencing global markets. They explore everything from stocks to bonds to currencies and commodities, and how each asset class affects trading in the others. Whether you’re a financial professional or just a curious retirement saver, What Goes Up keeps you apprised of the latest buzz on Wall Street and what the wildest movements in markets will mean for your investments.

Hosts Mike Regan and Vildana Hajric are joined each week by expert guests to discuss the main themes influencing global markets.

What Goes Up

Transitory Is in the Eye of Beholder

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/c7f65336-bf07-4307-ba0c-ae3c0029959f/transcript

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