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

Hedgeye Podcasts

CHAPTER

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.

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