
#429: Is The Inflation Problem Really Solved? with Luke Gromen
TFTC: A Bitcoin Podcast
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The US and the West's Gambit in Dealing With Russia
I don't think any of the structural problems that existed in energy have changed significantly. The gambit there was basically we need to break Russia and we need to broken inflation before US shale rolls over. And that's a much uglier decision set they're facing than what they face to you. So basically that gambit I think has failed and that sets up a situation where you get into an, you know, stagflationary environment this year.
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