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533 Inflation, Oil, and the Great Rotation w/ Tony Greer

Going Deep with Aaron Watson

CHAPTER

The Biggest New Story Over the Last 20 Years

The administration's plan for net zero has caused this huge uprising in the energy, fossil fuel markets. The root of the inflation is not necessarily the biden admen but global central banks' irresponsible behavior by adding bad assets to their balance sheet. So all that borrowing and and that sort of unnatural market action has oddly, been de s acuse me, inflationry for our economy, but bullish for the dollar.

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