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Keeping it Simple on the Road | Ep.7: Chasing the Curve

Keeping it Simple with Simplify Asset Management

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The Bimodal Tension in the Market

The market has actually got this bimodal tension in it. And that's why the interest rate is really high because otherwise there is basically a free trade, right? We all know exactly as you're saying, Harley, that 360 is the one answer that is almost certainly not going to happen. I definitely am very sympathetic and I believe that inflation is going to be stickier and higher than longer. Not only see higher inflation than we saw in the previous cycles, but we're going to see higher inflation volatility, which is why I think we could get to zero.

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