May 27, 2021
E5: Beacon Pointe. Managing inflation expectations in the era of financial repression ft. Michael Dow
Play • 40 min

Consumer prices in America are surging at a pace not seen since 20091. Could this be a sign of inflation rearing its head, or a confluence of other natural – and not so natural – forces at play? 

In this weeks CXO, we invite Michael Dow, CIO at Beacon Pointe, as we confront the monster under the nation’s bed, while unravelling why he believes interest rates may remain as low as they are for the foreseeable future. 

Hear Michael's views on: 

  • Financial Repression: what it is, how it keeps interest rates low, and why the Fed and the Treasury must collude to enable it in today’s circumstances
  • Government Engineered Inflation: how some view this as a solution to their debt 
  • Inflation Levels: will this year’s levels be as ‘transitory’ as the officials predict
  • Market Outlook: what will the outlook for traditional and alternative investments in an inflationary environment look like in the future 

Follow Beacon Pointe:  Twitter, LinkedIn
Follow Michael Dow: Twitter, LinkedIn
Follow CAIS: LinkedIn, Twitter, Facebook

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