Lead-Lag Live cover image

Inflation, Recession, & Economic Hell With Lyn Alden

Lead-Lag Live

00:00

The Money Supply Versus Supply Chain Disruption as Narratives Explaining Inflation

Inflation is a combination of money supply growth and supply chain disruptions. In the United States, there were two big periods where you had a big decoupling between money supply Growth and price levels. The biggest reason for that was the very strong trend of globalization. And so, as China demographics are kind of tapped out, I think we entered this whole cold war type of scenario. But I think now that we're kind of in an environment or even partially de-globalizing, inflationary pressures will be met by inflationary pressures.

Play episode from 15:30
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app