Uncommon Core 2.0

The Sovereign Individual - with Su Zhu and Hasu

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Apr 1, 2022
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INSIGHT

Bond Market Dynamics

  • Pension funds are the primary buyers of bonds, needing their fixed income properties.
  • Central banks have become major bond buyers, creating a risky situation of governments lending to themselves.
INSIGHT

Decision-Makers' Deflationary Aims

  • Decision-makers desire deflation by curbing consumer spending.
  • They aim to avoid a scenario where people overextend themselves financially, leading to a potential bankruptcy cycle.
INSIGHT

Stagflation vs. Secular Deflation

  • Stagflation is unlikely due to secular deflationary trends like technology and demographics.
  • However, nominal debt staying constant while income decreases is dangerous for borrowers.
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