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4min chapter
What If High Inflation Doesn't End? How To Invest If High Inflation Stays
Money For the Rest of Us
Is There a Commodity Super Cycle?
The biggest trade deficit as a percent of GDP was back in 2006 at around 6% of GDP. Pozar is suggesting that we will have many more economic conflicts. He describes them as war, and it will contribute to higher commodity prices. The other potential driver of persistent high inflation is capacity constraints in the commodity space.
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