Building an Inflation Fighting Portfolio With Dave Schassler
Excess Returns
00:00
Do You Think We'll Have Higher Inflation?
If more companies move back to the U.S., that would set up a long-term tailwind for potentially higher prices, he says. "We exported our production for a long time, and it's been great because we drove deflation," Paul Volcker said in 1980s. Those disinflationary forces are now working in reverse, which is what Powell has going against him, Mark O'Mara says.
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