MI255 Navigating Bubble 3.0: Is This Time Different? w/ David Hay
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Are We in a Structural Inflationary Period?
I don't think we're going to revert back to that kind of stagnation period with slow growth and inflation in the one and a half to two and a half percent zone. I mean, this is just such a radically different set of circumstances that we've ever seen. This is not the same Fed that we've been dealing with over the last 20 or 30 years. So really, there's just little question that their number one job at this point is to try to destroy inflation. At least get inflation down to their mythical 2%, or elusive 2%. Which I think they could do briefly,. But I think the big question is, are we in a structural inflationary period? And I think
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