Cents and Sensibility: the Inflation Guy Podcast
Business:Investing
In this month's CPI Report from the Inflation Guy, he points out that a report that is broadly strong, with some negative outliers, does not have the same implications as one that is broadly weak, with some negative outliers. The market was expecting the latter, but got the former. That inflation target of 2% is not looking any closer today.
Ep. 12: How Many Swallows Make a Spring?
Ep. 11: This Month‘s CPI Report - What Did You THINK Would Happen?
Ep. 10: A High-Velocity Tour of Velocity
Ep.9: This Month‘s CPI Report - A Watershed Moment
Ep.8: Hari Seldon, Psychohistory, and the Failings of Modern Macroeconomics
Ep. 7: Rents and Sensibility
Ep. 6: Evergrande and Inflation - Why the Model Matters
Ep. 5: Stagflation from a Monetarist‘s Perspective
Ep. 4: The Making of an Inflation Index
Ep. 3: Powell's Jackson Hole Perspectives on Inflation
Ep. 2: Diamond/Water Paradox
Ep 1: What I Believe
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