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Real Vision: Finance & Investing

5 Questions, 2 Guests: Milton Berg and Mish Schneider

Real Vision: Finance & Investing

Real Vision

Business News, Business, Investing, News

4.11.1K Ratings

🗓️ 8 January 2023

⏱️ 9 minutes

🧾️ Download transcript

Summary

There’s no shortage of uncertainty as we enter a new year, but don’t blink --- you might just miss the move that makes 2023. Welcome to the latest edition of V Questions, where expert guests answer 5 questions in 1 take with zero preparation. On today’s show, Milton Berg and Mish Schneider share their thoughts on the trajectory of inflation in 2023, the likelihood of a severe recession, and what sectors and assets they believe are ripe for profits in 2023. Don’t miss this discussion of how to navigate markets in the year ahead. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

This episode is brought to you by London Business School.

0:03.8

Looking to accelerate your business, or understand the opportunities in AI or ESG,

0:08.8

are you thinking about taking the plunge into entrepreneurship?

0:11.8

Or about what leadership skills will take you to the next level?

0:15.0

To listen to the latest insights and discussion from LBS faculty,

0:18.6

subject experts and industry insiders,

0:21.4

look for podcasts from London Business School.

0:23.8

Navigate the now and be prepared for what's next with London Business School.

0:30.0

We've been asking our guests for their take on some of the biggest question marks for investors right now.

0:55.4

In the 4th installment to V questions, we hear from technical analyst Milton Berg

1:00.4

and Ms. Schneider of the marketgauge.com.

1:06.4

I think inflation has picked over the short term.

1:09.0

I think the 9.2% CPI year of year in June.

1:12.4

I think it's down to 8.2 in September.

1:15.4

I think inflation has picked whether or not we have a long,

1:18.4

or will it be 2023?

1:20.4

I think the average inflation for 2020 will be somewhat below the average inflation for 2022.

1:26.4

But whether or not we've picked over the long term,

1:28.4

we're going to head back to normal inflation, which is below 2%, not the feds 2%,

1:32.4

but zero to 1%.

1:33.4

I don't think that will happen in my lifetime,

1:35.4

because unless we get a deflationated pressure,

...

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