
Surprised That Market Is Surprised (guest: Vincent Deluard)
The Market Huddle
We've Got to Get Vincent Back!
vincent: I don't know why i'm a little surprised that the market is surprised. My forecast was a high, single digid inflation by the end of 20 21. People are still under estimating inflation, even even now. It's not people like you and i who need to prove there has been a secular change in inflation. And all you have to do is look at the still low terminal rate to realize that t they're not concerned about long term flight inflation in the least.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.