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Sustainability of Low Inflation and Growth Paradigm
This chapter explores the unique macroeconomic landscape of low inflation and stagnant growth, proposing that this scenario is sustainable for the foreseeable future. It highlights the potential for growth stocks to flourish amidst these conditions, alongside the implications of shifting political dynamics on fiscal policy and government spending.
On today's show, we bring back investment expert, Cullen Roche, to talk about inflation, the state of the economy, and whether there is a rational argument for stocks trading at 50x earnings.
IN THIS EPISODE, YOU'LL LEARN:
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