Breaking News #2: The Drumbeat of Inflation

This podcast episode explores the current narrative on inflation and delves into its implications for investors. It discusses the impact of inflation on narratives and market movements, as well as the potential consequences of downgrades on the S&P 500. The podcast also explores the significance of the Bank of Japan's yield curve control and the need for vigilance in navigating inflation. It emphasizes the importance of staying informed and being a narrative vigilant in investments and political decisions.