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The Best of 1H22 – Zeihan, Grantham, Zelman, Bloomstran, Ilmanen, Arnold, Baker, Grice, Valiante & Ariely | #426

The Meb Faber Show - Better Investing

CHAPTER

Is the Fed Really Right When It Says It's Temporary?

In two thousand, we predicted profit margin and inflation. The only thing it got materially wrong, as you say, was two thousand. When p e goes from zero to one, two, three, four, five, six, seven, the market crashers. And i can say with a clear conscience, nothing like that has ever happened since 19 25.

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