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SLP409 Steven Lubka - What’s the True Meaning of Inflation?

Stephan Livera Podcast

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How Do You Disentangle the Supply Chain Stress?

In the last two or three years, we've seen global shut downs. But in some cases, we've also seen a lot of government stimulus. So i guess, from your perspective, how do you disentangle these two components because they're both happening at the same time? Ya, that's a great question. These are tricky things to entangle. I don't think anyone can like, draw a clean line and say, ok, this part was money printing,. This part was supply. In fact, there's a contraction rihtandtha, that is another complicating factor as well.

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