Robinson & Stupavsky: The Great Inflation Debate

This episode features a match-up between two top-tier economists on today's biggest problem: Inflation. Michal Stupavsky (Conseq) says the Czech National Bank could have tackled the problem more aggressively by raising interest rates higher and sooner.

Mark Robinson (Encor Wealth Management) says the inflation earthquake of 2022 has had major consequences. "We have to look at which assets are suffering if you have to plug in a higher cost of capital for the long-run," warns Mark Robinson (Encor Wealth Management). He's talking about he tech sector, private equity and yes -- real estate. "If you've got companies producing their profits in 10 or 20 years time, those profits have to be discounted back to now...so the valuation is lower."