
#54: Tian Yang On The Virtues Of Variant Perception Versus Unconscious Conformity
Superinvestors and the Art of Worldly Wisdom
Inflation
markets have been pricing in a very rapid decline and inflation of the next 12, 24 months. We're recording to day, on c p i day. I'm boing to publish this, trynto get it out to morrow, but a with, you know, c p i report out. Aganin a normal cycle, even things like coincident growth will tend to give you a pretty good clu inflation. Om, i think the difficult thing this time around is there is a lot of one off tat are distorting the dataQuite heavily, obviously in a wer way.
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