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5min chapter
Where The Next Big Bond Trade Is Hiding | Harley Bassman
Forward Guidance
Exploring Second Wave Inflation and Demographic Impacts
This chapter delves into the possibility of a second wave of inflation through the lens of the Federal Reserve's monetary policies and historical precedents. It discusses demographic shifts among millennials, mortgage rates, and the distinction between asset price inflation and mainstream inflation in the current economy.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode