Today's Post - https://bahnsen.co/3XeLSqd
Understanding Inflation: Political vs. Economic Perspectives in Dividend Cafe
In this episode of Dividend Cafe, host David Bahnsen discusses the complexities of inflation, distinguishing between its political and economic aspects. Broadcasting from a hotel in Orlando, he shares insights from his study of inflation's impact on economic growth and policy, citing influences like Milton Friedman and Japan's economic strategies. Bahnsen explains the difference between politically sensitive items like gas and housing prices, and broader economic inflation driven by money supply. He touches on the role of tariffs, interest rates, and the Federal Reserve in shaping inflation expectations, and emphasizes deregulation and tax reform as potential solutions. Despite the political challenges, Bahnsen stresses the importance of understanding these issues for informed portfolio management.
00:00 Introduction and Host's Travel Update
00:40 Understanding Inflation: A Deep Dive
02:33 Political vs. Economic Inflation
09:09 Impact of Tariffs on Inflation
11:25 Market Valuations and Inflation Expectations
13:37 Conclusion and Viewer Engagement
Links mentioned in this episode:
DividendCafe.com
TheBahnsenGroup.com
