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Episode 040: Dr. Ed Yardeni, host Rick Ferri

Bogleheads On Investing Podcast

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The Four Dees for Inflation, Detant, Disruption, Demography and Debt

When i first interviewed you mus been a couple of years ago, we talked about your book, fed, watching for fun and profit. And you came up with the four ds for inflation, detant, disruption, demography and debt. Could you explain those for and then also, is there a fifth one now call disease? Well, perhaps, in terms of the four dees, starting in the year early 19 eighties, until we got to the pandemic environment of seeing inflation making a comback. I was arguing that therea major structural forces thay were keeping a lid on inflation, and ha were bringing inflation down - some people described it as disinflation.

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