#429: Is The Inflation Problem Really Solved? with Luke Gromen
TFTC: A Bitcoin Podcast
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The Importance of Positioning for Negative Real Rate Growth
People are not positioned for stagflation on the back end of this year. They're just watching where those assets are trading, and there's no view toward a straight straight line it down. The whole AI efficiency margins up productivity gain from AI sort of view right now is wrong. It's all wrong. And I think probably Bitcoin too, like I said before, you know, I wrestled with the Bitcoin because it has had that, of course, that high beta, you know,. tech field to it.
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