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5min chapter
Investing For A High Price Future | James Davolos on Inflation, Pricing Power, and West Texas
Monetary Matters with Jack Farley
Intro
This chapter explores the challenges of managing an inflation-focused fund amid the inflationary surge that began in 2022. It highlights the multifaceted causes of inflation and argues that current market prices do not reflect the new economic environment shaped by persistent higher inflation and interest rates.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode