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TIP472: Inflation Masterclass continued W/ Cullen Roche
We Study Billionaires - The Investor’s Podcast Network
Is There a Hyperinflation?
If housing prices have fallen 20% from their peak, there's a very good chance that CPI readings and the Fed's preferred measure, PC, core PCE, personal consumption expenditures is negative at that point. And that's just going to be a function of demand just falling off of a cliff and this huge knock on effect from the negative housing market. So to me, that's a much, much more likely scenario than a hyperinflation because in large part because if you've read my research in past years, you know that hyperinflation generally occurs under very, very unusual specific scenarios.
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