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The Best of Hedgeye: David Rosenberg → Inflation Tsunami: Investing During A Rising Inflationary Tide

Hedgeye Podcasts

CHAPTER

Navigating Inflation Dynamics

This chapter explores the intricate debate on inflation, contrasting rising and disinflating trends while reflecting on historical events like the Great Recession. It underscores the importance of discerning genuine inflation changes from market noise, as well as examining demographic influences and the predictive power of nowcast models in understanding current economic conditions.

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