@Erik_YWR: A Crash Course on Inflation

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Apr 19, 2024

Erik from YWR.world discusses inflation, drivers of inflation/deflation, past 20 years in the US, why current situation might be different, and profiting in a higher inflation world.

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Introduction

00:00 • 3min

Navigating Inflation and Investment Strategies in Global Markets

02:55 • 27min

Navigating Commodity Demand Drivers and Economic Shifts

29:50 • 15min

Opportunities in European Banks

44:52 • 7min

Exploring Historical Parallels and Political Influences on Inflation

51:42 • 4min

Discussion on Blogging, Investment Ideas, and Admiration for a Figure's Writing

55:37 • 2min

Exploring Inflation and Equities with Historical Insights

58:02 • 2min

I'm excited to share my conversation with @Erik_YWR. Erik runs the fantastic Substack YWR.world.

This conversation covers all things inflation. We discuss the main drivers of inflation/deflation, what has happened over the past 20 years in the US, why this time might be different, and how to profit from a higher-for-longer inflationary world.

I really hope you enjoy this as much as I did. If you want to learn more about Erik, check him out on Twitter @Erik_YWR.

Finally, a big thanks to the following sponsors for making the podcast a reality.

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