The Crisis of Inflation, the Cataclysm of War, and Where We Go From Here
Real Vision: Finance & Investing
00:00
The Chance of Truth in Bond Yields
Ralp: I think of the inflation at eight % as a massive tightening of monetary conditions, because neither corporations nor people can offset it with increase in earnings or cost rises. And we're seeing forward looking indicators suggest that growth is slowing down quite fast em and that will play out over the next six months. So i'm looking at this thinking, could everybody be kind of wrong at bons ameen? The last time it got to two standard deviations was when jeff gunlack was talk about a yiel's going to six %. People are now talking about structural shift and inflation. Is it possible? For sure? I still think the probability lies in the chart of truth
Play episode from 01:53
Transcript
