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Hedgeye Podcasts
Hedgeye Investing Summit Fall 2024 | Murray Stahl, Chairman, CEO, CIO, Co-Founder, Horizon Kinetics
Oct 23, 2024
In this engaging discussion, Murray Stahl, a seasoned expert in inflation and hard asset investing, delves into current inflation trends and their historical contexts, linking them to global economic shifts. He critiques the disconnect between elites and everyday Americans regarding inflation issues and explores strategic investments in resources like gold and natural gas. Moreover, he discusses the intricate relationship between money supply and inflation, highlighting the potential of cryptocurrencies, especially Bitcoin, as a hedge against rising prices.
01:00:44
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Quick takeaways
- Murray Stahl emphasizes that the end of disinflationary trends signals a long-term inflationary period that could reshape global economies.
- The discussion reveals that current fiscal policies and growing budget deficits contribute to imbalances that may exacerbate impending inflationary pressures.
Deep dives
Understanding Inflation Through Historical Context
The discussion highlights the significance of understanding inflation by referencing past disinflationary trends over four decades. Key events such as the collapse of the Soviet Union and the rise of China's labor market are viewed as pivotal in shifting global economic dynamics. These 'miracles' allowed multinationals to leverage lower labor costs, boosting profit margins. However, the speaker warns that these trends have shifted, and the world must now brace for an inflationary period that could last for decades.
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Discover
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