5min chapter

Hedgeye Podcasts cover image

The Best of Hedgeye: David Rosenberg → Inflation Tsunami: Investing During A Rising Inflationary Tide

Hedgeye Podcasts

CHAPTER

Navigating the Complex Landscape of Inflation and Market Trends

This chapter delves into the intricacies of inflation and its effects on various markets, highlighting key economic indicators. The discussion focuses on current trends in bond yields, housing, and labor markets, with a warning about a possible shift towards stagflation.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode