The Meb Faber Show - Better Investing cover image

Ehren Stanhope, O’Shaughnessy Asset Management – The Great Inflation, Factors, and Stock Returns (The Best Investment Writing Volume 6)

The Meb Faber Show - Better Investing

CHAPTER

Is Inflation Really a Mugger?

The great inflation was a bit of an historical aberration by length and magnitude. While nobody knows whether the recent price spikes will produce sustained inflation, we know that the previous episode of sustained higher inflation was structurally very different from s environment. Inflation that is primarily tied to global reliance on the us. Dollar and dollar price commodities like oil. There does appear to be a link between high inflation and lower equity returns,. most likely associated with e compression in valuations as it did during the great inflation.

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