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Keeping it Simple | Ep.17: Who Do You Believe - The Bond Market or Your Lyin’ Eyes?

Keeping it Simple with Simplify Asset Management

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Are You Going to Believe the Definitions of Inflation?

I struggle with the current quo inflationary environment. What i see is a massive shift in relative prices that's been created by changing demand patterns, supply chains difficulties and supply chans turning back on post covid,. et cetera. I think we had a wild a gyration in the long term trend line. And inflation, which i still think is down, not up, for a vriety of fundamental reasons.

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