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#687 Breaking Down The Macro Economy w/ Darius Dale

The Pomp Podcast

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Inflation and Disinflation - What's Going On?

Omons sold to me, i think those dynamics really do support a recovery like reflation type trade herein c four. But ultimately, i do believe the net recuty dynamics will put an end to that some time n the first part of next year. If we're talking about stationary means of inflation transposing itself higher by a hundred basis points, that cash either has to find a home in commodities, which i would argue is accelerating to the upside and orit has to finds a home in equities. And credit.

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