
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
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