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26min chapter
Inflation Isn’t Going Away And Investors Own The Wrong Assets | Larry McDonald on “When Markets Speak”
Forward Guidance
Navigating the Inflationary Landscape and Commodities Market
This chapter explores the current inflationary environment, historical contexts, potential future inflation rates, and the impact of geopolitical and economic factors on inflation. It also delves into the changing dynamics of the commodities market, emphasizing the potential outperformance of hard assets and commodity-linked stocks amidst a looming inflationary period. The discussion covers the drivers of inflation, potential price increases in commodities like oil and metals, underinvestment in certain commodities, and the impact of global trends on commodities and inflation.
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