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The end of the bond bull market and the return of inflation
Good morning. I’ve just been reading the transcript of a really interesting episode of Barry Ritholtz’s Bloomberg Masters in Business podcast. I don’t often plug other people’s podcasts here but I’d suggest this one is worth listening to. It’s an interview with Jeremy Siegel. Siegel is one of the best-known faces in academic finance, up there with Robert Shiller. He’s probably best known for his book, Stocks for the Long Run. As the title suggests, it’s all about why stocks deliver the best returns over the long run, which is one reason Siegel tends to be viewed as a bit of a permabull. But it’s not ... (full story)
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