A soft landing for the US and possibly the global economy looks achievable, but is it desirable? In the short-run, surely, yes. But in the long-run? Dan Gerard joins us this week to walk through a potential second order risk of complacency on inflation that such an outcome might catalyze, particularly if global labor markets do not loosen further. For investors, this does not mean a rerun of 2022 - thank goodness for that! We complete the discussion with portfolio implications over the remainder of this year.
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