The Compound and Friends cover image

The Day Inflation Broke

The Compound and Friends

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Is It a Daylight Today Counter Product?

I think the one, I've never been an economic doomer in this cycle. My big pushback on everybody has been like, let's look at what the reverberations of the stimulus are. But I also think that the transmission mechanism in this cycle for the Fed, it's all going to go through financial conditions. So is it a daylight today counter product? It absolutely is.

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