This week’s episode of Random Gleanings Jesse & Chris tackle topics covering the current Bull Market and reasons it can continue or even why it would be healthy if the continuation comes by way of a rotation in leadership technology to other sectors of the economy. They also discuss the disconnect between news reports of lower inflation doesn’t compute for anyone who needs to buy groceries (ie EVERYONE). The inflation talk leads into a discussion of the possibility/likelihood of a REFLATIONARY regime presenting itself and share some thoughts (not advice) on areas of investment that have tended to do better in such an environment.

All opinions expressed by Jesse Hansford and Chris Beard are solely their own opinions and do not reflect the opinion of Professional Planning & Wealth. This podcast is for informational purposes only, and should not be relied upon for any investment decisions. Clients of Professional Planning & Wealth may retain positions in the securities discussed in this podcast. No advice may be rendered without a Professional Planning & Wealth client services agreement in place.

#Reflation #Inflation #CPI #Fed #bullmarket #sectors #energy #emergingmarkets

0:00 – Secular & Cyclical Bull Markets
2:57 – What Happens Next?
4:05 – Leadership Change? Sector Rotation?
5:19 – Inflation Update
7:42- REFLATION Risks?
10:37 – Recommendations & THANKS!