The Consequences of Commodities Inflation

The biggest narrative I think I've ever heard in markets outside of the narrative from about 2012 to 2019, which is the market is going to crash. The other one is now the sick, sticky inflation. And we just did daily briefings with like three people this week, Ralph said commodities inflation is sticky and structural and commodities coming back. But that's why I love this. We want you all to hear all sides of the argument so that you can figure out what makes more sense to you.