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Barry Knapp, Founder, Ironsides Macro

Alpha Exchange

CHAPTER

What I Learned From the Last Business Cycle

Pensil Ben-Ghiat: We have to be careful about getting two carried away with value ation early in the business cycle. He says we don't go from decades of disinflation straight to inflation, but a period of reflation where stronger nominal growth is accompanied by higher prices. But once you get beyond that threshold then it starts to get ugly, he adds.

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