Two Betas Making Alpha
Pirates of Finance
00:00
What's the Cause of This?
I tweeted something today that was specifically aimed at pissing you off. This is finally related, but this was specifically I knew you would eventually see it. One of the really interesting things you see in the 70s when you look at CPI year over year is that you have these like three waves that get progressively bigger. And so my tweet was, all right, someone give me a narrative as to what this was,. Is it geopolitical? Is it economic? Is it bulwhip effects? Was it misplayed policy?
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