
Opportunity in Uncertainty: Where Raoul Pal's Looking as Inflation Weighs on Consumers
Real Vision: Finance & Investing
00:00
Is the Fed Going to Rake RAHt Four Times?
If the market is wrong in expecting higher inflation for longer, then growth stocks will explode higher again. We live in an expedential age. Anybody who thinks that text docks, high growth, long duration text docks are not going to go up again, that can't happen. You can have periods of a year, 18 months of sideways down markets, but then what happens is they end up looking ludicrously cheap. And the moment the inflation story disappears, then everyone palss into growth again. But you can't trade sideways for decades when you've got expedential growth. It just, it just can't happened.
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