Jim Paulsen, The Leuthold Group - The Wildcard Is Inflation and Whether It’s Truly Transitory | #356
The Meb Faber Show - Better Investing
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We're the Unadulterated Leader of New Era Innovation
As the country, through technology. We're the unadulterated leader of new era innovation. I think we've got incredibly healthy household balance sheets. Household is now the lowest expense since 19 95. Debt services even lower because of low rates. Banks have incredible lending capacity because nobody's been lending money for so long. The last big thing here is productivity. Obviously, it's been up since the pandemic,. With g d p back to new hies, where employment is still below previous peaks. And i guess i as where im mad now the course of the wild card's inflation, and whether it is truly transitory, i think it is.
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