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The Best of Hedgeye: Steph Pomboy → A Rational Investing Road Map For Irrational Times

Hedgeye Podcasts

CHAPTER

Navigating Inflation Expectations and Monetary Policy Challenges

This chapter explores the intricate relationship between inflation expectations, corporate profits, and the phenomena of stagflation, particularly in light of current U.S. monetary policy. It also draws parallels with Japan's deflationary issues, emphasizing the challenges of changing public perception on price movements.

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