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The Best of Hedgeye: David Rosenberg → Inflation Tsunami: Investing During A Rising Inflationary Tide

Hedgeye Podcasts

CHAPTER

Inflation Dynamics and Consumer Behavior

This chapter explores the complexities of inflation trends in the U.S. economy, examining the impact of consumer spending on durable goods and notable supply chain disruptions. It discusses the nuanced nature of inflation, highlighting specific sectors and the implications of household debt and fiscal stimulus on overall economic recovery.

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