What’s Driving Both Stocks and Yields Higher? With Cem Karsan
Real Vision: Finance & Investing
00:00
Structural Inflation and Shift in Cyclical Dynamics
The chapter explores the difference between cyclical and secular influences on the economy and inflation, highlighting the recent shift towards structural inflation driven by wealth redistribution and labor rights. The speakers discuss the limitations of cyclical tools in combating this new inflationary story and its implications on the market.
Play episode from 05:14
Transcript
