
Jared Dillian, Editor, The Daily Dirtnap
Alpha Exchange
The Daily Dirt Nap - What's Getting You Excited?
Jarry lisset: I don't have a good read on the markets right now. My thesis was that inflation would be beneficial for asset prices in the beginning, but once it became high and pervasive, then it would start to be negative for asset prices. These things definitely take time to materialize, sometimes longer than we think they should. The market's time lime can be frustrating in terms of e kind of cause and effect.
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