Dr. Alan O'Sullivan

I mentioned that quote, this quote that he gives in the interview.

And it was that Jeffrey Gundlach said famously recently that what if our understanding of financial markets is conditioned on a belief that the relationships over the last 40 years are going to persist?

But that environment was falling inflation, falling interest rates.

What if the next decades is of more normalized inflation and more normal interest rates?

And most portfolios, Ivan, most funds are not set up for that environment.

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I sincerely hope you found this episode useful.

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and does not constitute financial advice.

All views expressed are those of the guests and the hosts.

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