Real Vision: Finance & Investing
#947 - Is Inflation Still a Worry? With Mish Schneider
Jan 5, 2024
Mish Schneider, Chief strategist at MarketGauge, joins Maggie Lake to discuss investorsâ reaction to todayâs jobs report, potential commodity supercycle, secondary inflation wave, and impact of a bitcoin ETF. They also analyze indicators of inflation, movement of commodities, hedging for a second inflation wave, AI's potential, Vietnam's trade, China's impact on the global economy, and market concerns.
35:21
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Quick takeaways
- Rising shipping costs, geopolitical concerns, and elevated commodity prices point to the possibility of a super cycle in inflation.
- Gold remains close to its all-time highs and is perceived as a flight to safety, while silver's price movement raises questions about its performance in an inflationary scenario.
Deep dives
Inflation and Rates: Assessing the Evidence
The podcast discusses the current state of inflation and interest rates. While some evidence supports the narrative of disinflation, there are other indicators that suggest inflationary pressures. Rising shipping costs, geopolitical concerns, and elevated commodity prices point to the possibility of a super cycle in inflation. The employment numbers, wage increases, and rising prices of goods further contribute to the uncertainty. The podcast emphasizes the need to monitor indicators such as gold and silver prices, oil levels, and sugar prices for potential signals of an inflationary super cycle.
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