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Something, Somewhere, Is Going to Break w/ Jeffrey Snider

Real Vision: Finance & Investing

00:00

The Future of Inflation

I just can't see a world within which massive stimulus doesn't come over the next 18 months at every level from interest rate cuts to central bank printing of money or whatever. Because that is what these markets are telling us that we've got a tremendous period of weak growth ahead. In a system so under collateralized versus the amount of loans out there, the one thing you can't allow to fall is the price of collateral, because then it's game over. I just can't find anybody to give me a data-driven argument why this is not just back to mean reversion. But down from 2020 and up in 2021, just go back to trending the end.

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