MacroVoices #348 Eric Peters: On The Road From Mean Reversion To Reflexivity
Macro Voices
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What's New at One River Asset Management?
I think what we should expect to see is, on average, quite high levels of inflation relative to what we've experienced for the last decade. So we could see inflation bumping around between 2% and 7%. And maybe it averages out at 4%, 5%, or 6%. It's a much different inflation dynamic. And so they'll try to rein it back in. But this big market decline has been one of them I'm grateful, that we didn't suffer any type of catastrophic losses.
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