Macro Musings with David Beckworth cover image

Talmon Smith on the Great Inflation Surge of 2021

Macro Musings with David Beckworth

00:00

Is the Supply Side Constrained or Struggling in Some Way?

Oil went from being negative at one point, or at least w t i oil was negative in spring of 20 20. Now we've seen crises surge ahead to levels not seen in years. There's also more sort of complex, high finance reasons have to do with something called capital discipline and letting prices run higher before increasing supply.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app