Macro Voices cover image

MacroVoices #329 Darius Dale: A Recession Is The Bull Case

Macro Voices

00:00

The Inflation Story Is a Very Dangerous Narrative

Headline c p i was seven point five % year over year, right? Like we're at eight point six % now. If russia caused 100% of the incremental inflation, they've only caused 90%. And then secondarily, going back to si one 13, where we should just break down all the various major components of c p i. You know, if you look kind of midway down thro that table, we show corps, services inflation, stuff that russia has nothing to do with. This is services inflation. Ynow, me getting my utility bill, me going to the theatre, you know, i don't knowt get any airplane ticket, nothing. Know,

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