The Youtube version of Magellan's Global Strategy Update - January 2022 (interviewing Hamish) for those that like to be able to watch the video at a faster speed, etc
https://www.youtube.com/watch?v=LRzPflmYg-k
Hamish Douglass, Magellan’s CIO, discusses why the less-threatening Omicron variant still comes with inflation implications, why he’s recently invested in two companies exposed to structural growth in global travel and why today’s stock market reminds him of 1999’s.