3min chapter

The Market Huddle cover image

Surprised That Market Is Surprised (guest: Vincent Deluard)

The Market Huddle

CHAPTER

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.

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