Joe Amato on the retail investor revolution

In this week’s podcast Guy Foster discusses the investment environment with Joe Amato, the CIO of Neuberger Berman. We discuss the bizarre start to 2021 which saw a dramatic short squeeze in the the shares of GameStop that had been pitched as a David versus Goliath confrontation until it subsequently deflated. We ask what this means for long short investors, whether the water is still safe for them and what they need to do to protect them from such disconnections. We also talk about the investment environment in general, the value vs growth challenge, the risk of a return of inflation and the potential for modern monetary theory to move from Twitter to the policy agenda.