The ACID Capitalist Podcast  cover image

HUMPTY DUMPTY MACRO

The ACID Capitalist Podcast

00:00

Inflation Is Not the Fed

There's no c there's no precedent. Modern precedents for inflation are typically south american countries never had a big bon market. You look at russia, is its sovereign debt markets 20 % of g d p. So i don't see inflation there. And then finally, again, this cross of mercantile ism, this crushing. We've crushed the unskilled labor force. They they don't even want 80 basis points from landing to the fed because they're so short of good collateral. Just now, they are humpering over themselves. Why am i in fixed income lend to the real world? Because i can. A and then another, and two, ore two

Transcript
Play full episode

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