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David Rosenberg, founder of Rosenberg Research, doesn't expect a sustained surge in inflation. In an in-depth interview, he explains how investors can position themselves for a disinflationary market environment and which indicators he’s paying particular attention to.

Matthew Benkendorf, CIO of Vontobel's Quality Growth Boutique, worries about the state of the overall market. Nevertheless, he finds many attractive stocks. The events in China do not worry him.

Jim Grant, editor of Grant's Interest Rate Observer, warns of the rampant speculation in the stock market. He worries that the central banks are underestimating the threat of persistently high inflation and explains why gold has a bright future.

Chen Zhao, chief strategist at Canadian research boutique Alpine Macro, cautions not to overestimate the risk of inflation. In his view, he global economy is going through an adjustment process, but the equity bull market continues.

For the first time since the outbreak of the pandemic, the Fed is scaling back its stimulus program. Jim Bianco, founder of Bianco Research, says what the tapering means for investors, why the Fed is likely to underestimate inflation, and why he expects the financial system to undergo a technological revolution.

Michael Pachter, veteran tech analyst at Wedbush Securities, talks about the latest trends in the streaming sector, Netflix's difficult balancing act and the fundamental upheaval in Hollywood caused by the market entry of tech giants like Amazon and Apple.

Beijing-based economist Michael Pettis sees the looming collapse of real estate developer Evergrande as a signal that China needs to fundamentally shift away from its investment-based growth model.

Rob McEwen, founder of McEwen Mining and former CEO of Goldcorp, explains why he expects a significantly higher gold price despite the current weakness of the precious metal. He also talks about the outlook for the mining sector and explains why he makes a big bet on copper.