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TIP491: Macro and the Energy Market w/ Lyn Alden
We Study Billionaires - The Investor’s Podcast Network
Assets that will do well if the base inflation goes above 2%
Powell is trying to do the Volcker playbook, but he's up against forces that even Volcker didn't have to deal with. They can't manage to get disinflationary growth because of a structural force we talked about. If they then resort to higher average inflation targeting, I think that causes a number of issues. One, that's kind of like partially letting go of the beach ball a little bit.
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