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#47: David Hay On Balancing Risk Management With Timely Opportunism
Superinvestors and the Art of Worldly Wisdom
The Fed's Transitory Narrative of Inflation
The markets are pricing in this transitory narrative that they're taking the Fed at their word. I do sense some humility in there in J. Powell's manner here lately, which is refreshing to see. But if you look at things like used car prices, those, that inflation is transitory. Some of these other forces are really secular in nature and will get rectified.
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