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13min chapter
Our Biggest Takeaways from the First Half of 2024 | Inflation, Growth, Market Concentration
Two Quants and a Financial Planner
Analyzing Inflation, Wage Growth, and Asset Performance
The chapter explores the challenges of measuring inflation accurately and its current rate, affecting daily expenses and the upcoming election season. It also delves into the relationship between wage growth and inflation over time, noting recent trends where wage growth has been favorable for consumers. Additionally, the discussion covers the performance of small cap value stocks during periods of high inflation and the importance of understanding data beyond just averages.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode