Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
COVID and the Markets - What's Next?
01:32 • 2min
The Inflation Path From Here Is Highly Uncertain
03:53 • 2min
Wage Growth Will Slow as Inflation Slows
05:59 • 2min
The Wage Story Sorts Its Way Out
07:47 • 3min
The Inflation Market Isn't Priced for This Risk
10:18 • 2min
What's the Bottom-Up Story on Inflation?
12:30 • 3min