#29: Louis-Vincent Gave On Staying One Step Ahead Of The Markets
Superinvestors and the Art of Worldly Wisdom
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The Relationship Between Demographics and Inflation
The bond markets are pricing in right now that inflation will never come back. But there's a big, also I think, I don't want to say misunderstanding, but you have a contrarian view on inflation too. The general consensus view indeed is inflation is, sorry, deflation is here to stay. People point to Japan as the precursor to the trends that will unfold everywhere else in the world.
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