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Grant Williams & Pippa Malmgren: The End of Magical Thinking, When Narratives Fail

Supply Shock

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Introduction

When the kind of mania and the froth comes out of it, you look at things in a different light. It takes a long time once you have fed those speculators at the expense of the savers. Paul Volcker always said: You can't have a little inflation because it will be a lot. Now with the reintroduction of positive rates and risk-free rates of close to 5%, it's time to try and think about stay rich.

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