Cents and Sensibility: the Inflation Guy Podcast
Business:Investing
There are several pernicious myths about the velocity of money that seem to never die. "Friedman said velocity is stable." "Velocity is just a plug number, so it is random." "Velocity is permanently impaired and only declines over time." These drive the Inflation Guy bananas, and from time to time he feels the need to talk about velocity. In this episode, the IG describes the main inputs into his model of velocity, and what the model currently implies about the future path of velocity from here. And, to be fair, he also kvetches some, and that's unseemly. We apologize for him.
NOTES
Blog Callback: “Enough With Interest Rates Already”
Podcast Callback: “Ep. 50: What the Money Velocity Comeback Means for Inflation, and Investors”
Important article: “The Inflation Management Opportunities In The Insurance Industry Today”
Blog for this month’s CPI: Inflation Guy’s CPI Summary (March 2024)
To Subscribe to Quarterly Inflation Outlook: https://inflationguy.blog/shop/
To Subscribe for free to the blog: https://inflationguy.blog/
Check out the website! https://www.EnduringInvestments.com/
Ep. 92: Safe Withdrawal Rates - Accounting for Inflation
Ep. 91: Quality Adjustment (?) in College Tuition Inflation
Ep. 90: This Month’s CPI Report - Miles to Go Before We Sleep
Ep. 89: Hedge ’Em All - the Price of Risk
Ep. 88: Does Slower Jobs Growth Portend Lower Inflation?
Ep. 87: Confusing Price Effects and Quantity Effects
Ep. 86: If Gold is Like TIPS, Should I Buy it?
Ep. 85: This Month’s CPI Report - The Hard Part Has Begun
Ep. 84: Is it Time to Buy TIPS?
Ep. 83: Inflation Bookshelf
Ep. 82: Why Endowment CIOs Should Operate in Real Space
Ep. 81: CPI Report Summary - The Easy Part is Over
Ep. 80: Hedonic Adjustment and Why You Shouldn’t Hate It
Ep. 79: Seasonal Adjustment and Inflation
Ep. 78: Why China’s Economic Weakness Isn’t Deflationary
Ep. 77: This Month’s CPI Report - Don’t Get Used to It!
Ep. 76: Why Does Inflation Matter?
Ep. 75: Where Are We in the Inflation Tale?
Ep.74: Inflation Folk Remedies
Ep. 73: This Month’s CPI Report - the Longest Journey
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