Cents and Sensibility: the Inflation Guy Podcast
Business:Investing
Let's take a big step back. The Inflation Guy spends a lot of time in his podcasts talking about the current CPI figures and fairly short-term considerations. But economic episodes are like books, with rising action, a climax, and falling action - and bigger cycles are like book series (think Harry Potter). As we get closer to the end of this book, we need to think about how the next book advances the plot. The Inflation Guy talks through the current chapters, looks forward to the end of this book, and suggests what he thinks Book 2 will look like. Because inflation is not a book you can put down: you're in it to the end.
NOTES
Podcast callback: “Ep. 50: What the Money Velocity Comeback Means for Inflation, and Investors”
The Inflation Guy's book: “What’s Wrong with Money?: The Biggest Bubble of All” – by the way the price online is absurd. Email inflationguy@enduringinvestments.com and he can sell you out of his own stock. If you're in Europe, try https://www.wiley.com/en-be/What%27s+Wrong+with+Money%3F%3A+The+Biggest+Bubble+of+All-p-9781119191162
Chart of the M/Q and V convergence: https://inflationguy.blog/wp-content/uploads/2023/07/convergence.jpg
Link to Trivia Answer Audio: https://www.youtube.com/watch?v=q4-gsdLSSQ0
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