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Unusual Whales Pod Ep. 33: Markets Melt Up, Dovish Pivot, and FOMC Rate Pause with Macro Experts

Unusual Whales

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The Impact of Inflation on Asset Prices and Globalization

This chapter focuses on the potential effects of inflation on long duration asset prices and discusses the relationship between populism, globalization, and inflation. The speakers also highlight the role of commodity scarcity and OPEC in driving inflation and question the effectiveness of monetary policies in addressing systemic issues.

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