#44: Julian Brigden On The Fed's 'Impossible Trinity'
Superinvestors and the Art of Worldly Wisdom
The Importance of Inflation Models
Jesselyn Ifill: Your inflation model suggests that core CPI could potentially reach low double digits before 2023. This would seemingly blow the transitory narrative out of the water, she says. She asks what happens when you get this combination of not only money supply growth or balance sheet growth, but also fiscal spending. We've had it in our minds that an analogy that we've been playing for a long, long time, really four or five years since Trump came in, was this kind of money. It's like oil did this. What does that mean historically? There are all these relationships, inner market relationships that just happen to me again.
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