To Survive Disasters, You Need Smiles (guest: Steve Hou)
The Market Huddle
00:00
Is There a Regime Shift in Inflation?
I had a nagging fear that inflation could be a bigger story than expected. I certainly found there's a lot of richness, you know, to how different assets have performed across inflation regimes. We've been stuck in either a recession or disinflationary growth. And we haven't had that since the 70s or early 80s.
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