Lead-Lag Live cover image

The Deflation Scare Is Coming With Deer Point Macro

Lead-Lag Live

00:00

Agri-Deopoint on Globalization

People forget that inflation is not just a function of money, but money movements. And I think the idea here is that in that endgame, the collapse and the velocity of money that that would cause would be more than enough to offset the amount of new dollars that are printed. That sounds like an Agri-deopoint describing at their point. But that's sort of the real way to think about it.

Play episode from 31:59
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
 Get the app