Goldilocks Died a Year Ago, Says Gabelli Funds’ Marangi

The video discusses the shift from a low inflation and growth era to a period of potentially higher inflation. It explores the causes of inflation, such as increased demand or structural issues like OPEC's influence. The market's focus on the interplay between rates and inflation has led to a rotation into value stocks, benefiting certain investors.

What is meant by the term 'Goldilocks' in the context of economic conditions?

What factors might contribute to higher inflation in the future?

In what ways can structural factors influence inflation?

How does the interplay between rates and inflation affect the market?

What are the implications of moving into value stocks in response to inflation?