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26. Was This the Bottom, Guns, and Porn

Alfalfa Podcast

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Are We Going Past Peak Inflation?

The question is, you know, let's say we have reached even pek inflation. Is this to be some quick drop down to two %? I find that really hard to believe. One thing tha i'm afraid of is that in in 20 18, a fed pivoted monitory policy very quickly. They saw the credit market break. And then they completely pivoted, and then you saw it like a v shaped recovery in market. But i am worried that we're like, ultra berish on on an industry that we are incredibly long termed bolish on. That sort of what keeps me up at night right now. Because we have positioned ourselves in such a way that is safe

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