New episode w/ Alejandra Grindal, Chief Economist at Ned Davis Research, hosted by Steve Curley, CFA, CFP® & Christina Shaffer, CFA. We discuss: *Alejandra’s early days as Professor Grindal*All things tariff related*Her take on current economic data (Alejandra/NDR heavily data dependent)*Risk of stagflation*Portfolio positioning (Small vs. large U.S. equities, Developed vs. EM, etc.)Enjoy! https://lnkd.in/gnGWip46
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