Multi-decade Runway, Consumer Cracks, and Power Player 7/17/23
The Exchange
00:00
The Risks of Inflation in the Economy
At some point here, you've got to get a re acceleration in trends economically. I think it's me a battle for their legitimate secular tailwinds to industrials. And then there's a cyclical headwind that I think is coming. Every single time the market thinks we're going to get a soft landing, very rarely does that happen.
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