Behind The Markets Podcast: Steven Hou
Behind the Markets Podcast
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Is the Fed's Balance Sheet Sitting at a Historical High?
Japan is at the outlier on some of these things that I think the rest of the world will experience over time. It could be a fascinating case study of how this all plays out globally. Different sectors perform basically across inflationary regimes or as environments in ways that you sort of expect, right? You have the energy sector that pretty much goes up in a straight line and one for one with inflation because after all energy product is an input right into CPI. But then you know the moment inflation kind of goes down because we're in a recession such inflation hedge tends to crash.
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