High Quality Value Investing with a Tactical Twist With Jeff Muhlenkamp
Excess Returns
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Is There a Lag in Inflation?
I don't think we're going to stay at seven. But I would be very surprised if we got all the way back down to two. Next year and the following year probably on the order of four or five percent. The risk of higher inflation is you do get a wage price spiral. You know, they talked about that in the 70s. And there are reasons for that to get, kind of spun up again.
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