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Readying for a Market Leadership Change

PUBLISHED

2022-03-17

Content

Every bubble has two main ingredients: a great idea and easy money. This time, technological disruption is the great idea, propelled by a decade of near-zero interest rates. With inflation now at 30-year highs and rates rising, the bubble is unravelling and market leadership is changing. Who will be next decade’s winners? Co-CIO Clay Smolinski talks with Dean McLelland on where the next big investment opportunities lie.