AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
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.