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Jeremy Spoke on TCAF Today

The Compound and Friends

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Analyzing Inflation, Stock Performance, and Economic Indicators

The chapter delves into various topics including the historical performance of stocks in combating inflation, the misinterpretation of comparing nominal returns on Treasuries to real returns on stocks, and the impact of government stimulus programs on inflation and economic growth. It also discusses the Federal Reserve's dual mandate, the challenges of accurately measuring inflation, and the importance of different economic indicators in determining the Fed's decisions on interest rates.

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