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DISRUPTORS: Demand Destruction and the Exponential Age With Raoul Pal

The Delphi Podcast

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The Fed Cut Into a Recession Period

I don't think it's the 19 70 secondary inflation shop. I understand commodity prices might remain high, but i think the rate of change will slow down. There is a chance that bond yels go back to zero. And i think we'll get potentially another big dollar rally next year. All the central banks are going to have to do something about or it's going to cause a much longer recession than the 19 74 example. Two thousand one is an example of what i'm scared of, that this episode now goes on for 18 months, two years.

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