Excess Returns  cover image

Option Dealer Flows, Inflation and Investing in a Changing World with Cem Karsan

Excess Returns

00:00

Do You Think the Fed Has the Tools to Control Inflation?

If we look out 20 years from now, we're not going to see the amazons and the tessilas and those typsa companies in this title world. So do you think it's inevitable that were gong to see a lot less of these innovative, long duratione companies? Ritedi: The fed can blow things up if they want. But secularly, inflation is a function of populism. Is a function of fixing an equality global If we are demanding inflations here to stay, interest rates are going up a secular now that doesn't mean the short term.

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