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DISRUPTORS: Demand Destruction and the Exponential Age With Raoul Pal

The Delphi Podcast

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The Market Is Obsessed With Inflation

I think the market's probably wrong, and i think that it's going to sell up for a whole bunch of opportunities as the fed pivot fast. The forward looking stuff of the business cycle is collapsing. That fits me with my secular framework, which is disinflationry,. slower growth over time, er with this aging population demographic. All o this stuff all coming together. So that's why i'm really paying attention right now. And i we got a great presentation that ou're gong to walk is through but really curious to hear your thoughts.

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