There’s A Bubble in The Inflation Narrative | Darius Dale
Forward Guidance
00:00
The Opposite for Goldilocks and Reflation
The odds of commodities continuing to outperform over the near term is small. The regimes for Goldilocks and reflation are quite low, not zero, but quite low. And so again, it sounds bearish if you think about having spent most of the past two years being a raging bull. But that doesn't necessarily mean you got to run out and sell everything raise 100% cash and go into a bunker.
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