Ep 370. Hot Inflation Print, Volatility and Value Investing, and Snap Judgments From Twitter
Focused Compounding
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Sticky Price Is More Meaningful Than Inflation Expectations
Food is an important thing for people, but it's extremely volatile, am so it gets repriced very fast. People aren't even aware exactly what they are spending for different prices of meats and things like that. They just know when it's up a lot or down a lot. And i think the things that do not move around a lot in price, am, are much more important in terms of giving us an idea of what the future of pricing th economy will look like.
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