EPFR's Brandt on Market Strategies

The video discusses the current inflation trends and their impact on investment strategies. It highlights the significant inflows into inflation-protected bond funds and the exacerbating effect of rising energy prices. The discussion also covers consumer demand, savings rates, and market trends, emphasizing the importance of understanding stagflation risks. The video suggests that investors are beginning to consider real estate and tangible asset classes as potential strategies to mitigate these risks.

What is the significance of the term 'stagflation' in the context of the discussion?

What potential investment strategies might emerge if the narrative of prolonged inflation takes hold?