Hedgeye Podcasts cover image

Hedgeye Investing Summit Fall 2024 | Murray Stahl, Chairman, CEO, CIO, Co-Founder, Horizon Kinetics

Hedgeye Podcasts

00:00

Money, Inflation, and Global Shifts

This chapter examines the intricate relationship between money supply and inflation, particularly in the context of recent economic stimuli from China and the US. It analyzes the cyclical dynamics of demographics, the effects of government policies, and the evolving landscape of global economic power, including the roles of major companies and tangible asset investments. Additionally, the discussion reflects on the challenges of predicting inflation and the persistent demand for improved living standards worldwide.

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