The only real inflation we've seen in America has been grift dynamics. These are artificially imposed supply constraints across the board from housing, education,. tightening interest rates or raising taxes. That doesn't fix these inflation. These are supply-driven inflation which is really ironic because we exist in a demand-deficient society and economy. Inflation constrains the extent to which our fiscal policies can address those. And by the way, I want to talk later about the charitable work you do because I think it's awesome.
In this episode of Infinite Loops we spoke with Naufal Sanaullah, Chief Macro Strategist at EIA All Weather Alpha Partners. In this wide-ranging discussion we cover:
- How Naufal navigated markets at the start of COVID-19.
- Leveraging Twitter for mentorship
- The Momentum Factor and Goldman’s Baskets
- Positive and negative impacts of the internet
- Naufal’s charitable work
- And much more.