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Is the Housing Correction Over? (EP.315)

Animal Spirits Podcast

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The Fed's Inflation Head

Inflation's still going the right direction. I still think the Fed could be heroes here if they want to. The war in Ukraine was certainly going to lead to global inflation of surge, which it did. You had all these tech layoffs, like the market, the economy just absorbed so much. So if you use commodities as a good inflation head, which they are, you have like an 18 month window because DBC is the invest goal commodity tracking one.

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