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. 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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