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MI Rewind: Weathering Inflation with Commodities w/ Tony Greer

The Intrinsic Value Podcast - The Investor’s Podcast Network

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CPI Inflation in 2022 Hits Double Digits

The price of natural gas is up 4X here in the United States and 100X in Europe. Food costs are 30% energy at a minimum, so they're going right along with the energy costs. Two-year yields basically have roofed; two-year paper has gone bidless. In two-year notes, we haven't seen yields at 75 basis points since March 2020.

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