The Global Energy Crisis, Explained | Warren Pies
Forward Guidance
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The Future of Bitcoin and Real Assets
Warren Pies: Near term, I think you want to kind of ignore some of the noise around supply chain pain. He says many of the disinflationary tailwinds that we saw will go away. The shale revolution from 2014 forward is no longer going to provide a disin inflationary tailwind. So long term, I would expect inflation to level up. That's where I see the market going. But next year could be a little bit of a deflationary catch-up.
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