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Did Macro Kill Crypto? with MacroAlf
Bankless
Is There a Gap in Real Growth and Inflation?
David and Ryan, we have seen a nominal growth pickup. We shouldn't see the reverse effect happening where both real growth and inflation at the same time is no pretty aggressively in a disinflationary trend going into the second half of 2023 and 2024. Remember, you always need to face in a lag. Some of these things work with a lag. So again, it takes a little bit of time for this monetary phenomenon to feed into the economy and asset prices. But ultimately with a lag of generally 9 to 18 months depending on what you're looking at, they do feed into real economy activity and asset Prices.
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