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The No Landing Scenario with Cem Karsan

Excess Returns

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The Potential Resurgence of Inflation

This chapter explores the possibility of a resurgence of inflation and its potential consequences on the economy. The speakers draw parallels to the inflation experienced in the 1970s and discuss factors contributing to the current stackflationary environment. They analyze the Federal Reserve's potential response and highlight key differences between the current market situation and that of the 1970s.

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