Cents and Sensibility: the Inflation Guy Podcast
Business:Investing
It's the monthly CPI report! In this podcast, the Inflation Guy discusses today's economic data and highlights why the market's expectations for substantial easing in 2024 sets up a difficult path forward. He discusses several ways that inflation could get back to target, and then what needs to happen with policy to make that happen.
Hint: it isn't what the market is pricing right now.
NOTES
Blog Callback: Beware the Price Controller
Podcast Callback: Ep. 74: Inflation Folk Remediesv (discussing among other things the ‘new’ rental indices that supposedly imply rents deflation in the CPI)
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Ep. 72: Chapwood Index vs CPI – Which is the Better Inflation Index?
Ep. 71: 5 Simple Ways an Endowment Can Improve its Inflation-Protection Allocation
Ep. 70: ’Greedflation’ - I See the ’Flation But is There Greed?
Ep. 69: This Month’s CPI Report - Rents and Wages Aren’t Falling!
Ep.68: Great Traders, and How the Inflation Guy Could Be Wrong
Ep. 67: Three-point Goal? Or go for Two? (Percent)
Ep. 66: De-dollarization - Should We Worry? with Andy Fately
Ep. 65: This Month’s CPI Report - Sing a New Song Unto the ’Board
Ep. 64: Will the Money Supply Decline Save Our Inflationary Bacon?
Ep. 63: A Bitter Pill
Ep. 62: There’s Nothing Wrong With the Phillips Curve!
Ep. 61: This Month’s CPI Report - Good, Not Great
Ep. 60: Inflation and Insurance Companies, with Bill Poutsiaka
Ep. 59: Delta - Not So Arcane
Ep. 58: ”You Fell Victim to One of the Classic Blunders!”
Ep. 57: This Month’s CPI - Not What the Fed Needed!
Ep. 56: A New Way to Trade Inflation
Ep. 55: Models Gone Bad
Ep. 54: Will Artificial Intelligence Kill Inflation?
Ep. 53: This Month’s CPI Report - Sticky Categories Are Still Sticky
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