In this episode, Dr. Mo examines how Section 232 tariffs are not causing traditional cost-push inflation but are instead amplifying supply-side constraints in the housing market, leading to structurally higher housing inflation. The discussion covers a portfolio strategy that favors exposure to stocks, gold, and Bitcoin, backed by bullish quantitative signals and a GOLDILOCKS market regime. Additionally, the podcast delves into the implications of fiscal dominance, political pressures, and Powell’s recent comments on the 2% inflation target, raising questions about a potential structural shift in monetary policy.
