The Security Analysis Podcast cover image

Cullen Roche: Macro Musings, Part 2

The Security Analysis Podcast

00:00

Inflation Dynamics Post-Pandemic

This chapter analyzes the complexities of inflation following the pandemic, focusing on its structural influences and contrasting developed versus emerging markets. It further discusses the implications of the yield curve as a recession indicator and its reflection of expectations about Federal Reserve policies.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app