MI235: Investing in Uncertain Times w/ Louis Gave
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Are We Going to Have a Deflationary Environment?
Inflation is still running hot and hotter than expected with the new September data just released. I think behind today's inflation rates, you have a number of factors. The crazy fiscal and monetary policies that we've followed in recent years is definitely a big one. For me, the biggest factor is de-globalization. China last year lost 4 million workers. By the end of this decade, it'll be losing 10 million workers a year.
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