#22: Ben Hunt on the Unparalleled Power Of Narrative in the Financial Markets
Superinvestors and the Art of Worldly Wisdom
The Rise of Inflationary Pressures in the Financial World
Mark O'Mara: I've had an ongoing conversation with my friend Eric Sinema over what he's seeing. He has been just noticing this rising inflationary pressures as an ongoing theme among companies. This narrative seems to be taking off, even though it's surprising that there's still not more discussion of the feds behind the curve and that inflation. The moment you get a missionary come out there and shake his or her finger at us and say, Oh my God, inflation. That's always the spark for these moments, these inflection moments where what was unthinkable at markets is now possible. Right? We've had 30 years of a deflationary narrative. That's how the narrative
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