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TIP495: The Changing Composition of Money w/ Alfonso Peccatiello
We Study Billionaires - The Investor’s Podcast Network
Is the Market Expecting Future Inflation?
Trey: Having an opinion is not a good enough reason to invest because the market has an opinion too. So if your thesis solely relies on inflation will come down, well, guess what? The market is already pricing that into a large extent. What I think we will be experiencing right now is as we had a very strong cycle of inflation going up very rapidly. And my expectations is that it will also drop below this 3% implied by markets. But why do I think inflation by 2024 will be back in the 2% area if not even below? It's very simple. You're actually draining some money from the real economy for private sector spending.
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