MacroVoices #366 Louis-Vincent Gave: Staying Humble in Troubling Times
Macro Voices
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Is the Fed on a Title Leash?
I'm not very big on the recession camp. I think growth in the US isn't going to be great, but it's not going to be that bad. It's just going to be much better everywhere else. Louis: Is this not really over like people thought? We've had a structural shift for the reasons we've discussed. The new Cold War, the demographics, the energy problems, all this to me points to higher structural inflation for a long time to come.
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