2min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

TIP472: Inflation Masterclass continued W/ Cullen Roche

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

Is the Slowdown in Demographics a Foreshadowing of Lower Growth?

Japan has really been the playbook for all of this stuff, whether you even look at QE and fiscal policy. And I think that's already playing out across the entire developed economic system. We're seeing this sort of reversal of some of the hyper-globalization trends where the US is becoming a little bit more of a closed economy. So it's one of these big secular trends that makes it hard to foresee high inflation or return to 1970s.

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