Macro Voices cover image

MacroVoices #425 Alex Gurevich: Real Rates, Precious Metals, Currencies and More

Macro Voices

NOTE

Negative Real Rates and Inflation Prediction

Negative real rates, persisting for a significant period, stimulate the economy by encouraging activities like inventory accumulation and balance sheet expansion. This results in the creation of more money, leading to a devaluation of currency and inflationary pressures. The incorrect predictions of inflation can be attributed to the impact of negative real rates on stimulating economic activities and devaluing money.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner