Superinvestors and the Art of Worldly Wisdom cover image

#43: Diego Parrilla On Appreciating The Opportunity Set In ‘Antibubbles’

Superinvestors and the Art of Worldly Wisdom

CHAPTER

The Importance of Inflation

Whoever believes that inflation is is the CPI then I think is delusional. The printing needs to accelerate and what we've seen in the last year or so it's just unprecedented. There are lots of drivers in both directions but I think inflation is it's already here it's accelerating. Unless you pay attention I think you will be paying for the party well I'm not sure if they can do this at the pace they need to without sending us into phase two.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner