Cem Karsan and Andy Constan | PNL For A Purpose
Excess Returns
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Macroeconomic Landscape and Inflation Trends
The chapter delves into the macroeconomic landscape discussing inflation, populism, generational dynamics, protectionism, globalization, and structural inflation. It explores historical parallels, market returns, and the potential trajectory of inflation and growth, emphasizing differences between current economic conditions and past eras such as the seventies. The speaker highlights the impact of inequality, populism, debt levels, and the Fed's role in shaping the current economic environment.
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