Eric Cinnamond On ‘The Rapidly Increasing Inflationary Environment’

by jessefelder

Eric Cinnamond has been called, “the godfather of small cap absolute return investing.” From 1998 to 2016 he ran an equity investment strategy that handily beat the 8% average annual return of the Russell 2000 Index. But what’s even more impressive is he did this while holding an average cash allocation of about 40% so his equity performance was roughly double that of the index. In this episode we discuss, in the words of Lincoln Electric CFO Vince Petrella, ‘the rapidly increasing inflationary environment’ and how it is currently affecting Corporate America, investors, the economy and monetary policy. Below are a few links related to our conversation:

READ  Doug Casey on Rapidly Rising Taxes and 3 Other Imminent Dangers to Your Wealth
READ  A TITANIC INDICATOR FOR GOLD’S RAPIDLY RISING FUTURE
1,032 views

Leave a Comment

This site uses Akismet to reduce spam. Learn how your comment data is processed.