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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Check out the new website!: https://www.EnduringInvestments.com/
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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