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James Davolos: The Best Businesses To Own During Inflation
Value Hive Podcast
The Disconnect Between Inflation and Modern Monetary Theory
The big disconnect there is that people need to earn some sort of return on their capital in real terms and by real I mean inflation adjusted. Now you have the largest retirement wave that we're ever going to see based on baby boomers entering into that 60 to 70 age group. You really need to look at inflation from a behavioral lens it's not purely monetary or fiscal because ultimately it human beings and human behavior are what dictates a lot of the variables that go into these quantitative models.
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