Pathstone Chief Impact Officer on Inflationary Trends

The video discusses the impact of inflation and market conditions post-pandemic, emphasizing the importance of understanding transitory inflation and market valuations. It highlights investment strategies focusing on quality and growth, particularly in innovative and sustainable companies. The role of policy and infrastructure spending in economic growth is examined, along with the implications of tax policy and relations with China. The discussion underscores the need for significant fiscal stimulus to support economic recovery and transition to a more inclusive economy.

What role does TCM policy play in fostering growth and innovation according to the speaker?

What is the speaker's perspective on the necessary fiscal stimulus for economic growth?

How does the speaker view the relationship between tax policy and growth, particularly in relation to China?