The Market Huddle MH+ Ep. 27 Inflation Acceleration (guest: Simon White)
Jan 30, 2024
Simon White, Bloomberg's Macro Strategist, joins Patrick to discuss the end of central bank independence, stock market momentum, impact of inflation on different sectors, limitations of the stock market perpetual motion machine, and potential for increased volatility in a low-volatility regime.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
Market Leadership and the Potential for Change
02:12 • 16min
Factors Affecting Inflation and the Possibility of a Profit Wage Price Spiral
18:38 • 4min
Limitations of the Stock Market Perpetual Motion Machine and the Impact of Low Volatility
23:02 • 3min
Low-Val Regime, Volatility, and Recession Risks
26:11 • 4min