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E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles
All-In with Chamath, Jason, Sacks & Friedberg
The Fed Thinks We'll Exit the Year at Four
Consumer confidence is the lowest in ten years, and it's a leading indicator of slowing down. The bond market says that inflation is rolling over because this is the ten year less inflation. We've been saying this since may af last you. And so now we have anecdotal information about cars, about houses, about arlent. So again, everybody on television telling us about what just happened, it's like the nightly news, big red arrows, inflation going up. That's why i don't think you should believe the hyper inflation narrative.
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