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Episode 040: Dr. Ed Yardeni, host Rick Ferri

Bogleheads On Investing Podcast

CHAPTER

The Supply Disruption of the Supply Chain

"This whole business cycle that we've had since we hit a bottom in the second quarter of last year has been like a business cycle on steroid and speed," he says. "I think 20 21 is a year where the demand shock that was created by excessively stimulated fiscal and monetary policies created a supply disruption shock."

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