EP 332. Interest Rates, Inflation, and Macro Worries - Where Do We Go From Here?
Focused Compounding
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Is It More Temporary Than That?
On an absolute basis, both monetary policy and fiscal policy are loose. But on a relative basis, and terms of sequentialy, they'll be very tight. It's just that if you're expecting the last year or two to have been normal, it will be a lot different from that. The speed of it will be extreme. Yeanivin: I don't know how it could be more temporary than it.
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