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TIP472: Inflation Masterclass continued W/ Cullen Roche
We Study Billionaires - The Investor’s Podcast Network
The Importance of Fiscal Stimulus
I didn't think we'd still be talking about this thing at this point. Who could have predicted the Ukraine war, which Russia basically shuts down one of the largest commodity producing countries in the whole world? So there's been all these sort of weird impacts that have, I think, elongated the impact of inflation and made it a much trickier environment to navigate. But to me, that's the big lesson coming out of this is the treasury and fiscal policy is really, really important.
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