Behind The Markets Podcast: Steven Hou
Behind the Markets Podcast
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Inflation, You Know, Is It Transitory or Structural?
Inflation peaked three times with four interlacing recessions in the 70s. The Fed made a mistake by calling it transitory too long, he says. China's shift to zero COVID policy has positive and negative implications for inflation. "I'm not a fundamental macro person, but I've been watching China quite intently"
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