Janus' Maris Sees 'Changed Playbook' for Investors

The video discusses the Federal Reserve's response to significant market trends, particularly the reversal of a decade-long disinflationary trend leading to inflation. It highlights the impact of deglobalization on inflation and market volatility, suggesting that long-term investors can capitalize on mispriced assets during volatile times. The primary cause of inflation is identified as deglobalization, driven by national security concerns and supply chain disruptions.

In what ways can long-term investors take advantage of current market volatility?

What are the implications of onshoring for inflationary pressures in the global economy?