Cents and Sensibility: the Inflation Guy Podcast
Business:Investing
The Inflation Guy covers this month's CPI report. It is widely expected to be the peak CPI for the cycle, or at least for this year, and the IG agrees with that. But how excited should we be? How far down this peak will inflation tumble? It surely depends somewhat on the Fed - and the Inflation Guy is skeptical that they have the will to do what it takes when 'what it takes' is going to do bad things to other markets.
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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