Today’s conversation is with Mike Cahill, a longtime friend, and investor who has been so kind to walk through his thinking on the market, especially as it relates to the very important topic of inflation.
The debate about whether inflation will be transitory or structural has been in our ear a lot lately, but it has not always been very helpful, as pundits ping pong around recent data rather than getting underneath the surface to examine the longer term forces at play.
This is where Mike comes in. His framing is clear, succinct, and understandable, and will help all of us have much more nuanced and helpful conversations on the topic. We will cover so much in the conversation, from CPI to ESG, I hope you enjoy it.
Coburn Ventures Podcast