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Episode notes
Reinflation Risk
- Rising home prices could lead to increased rental inflation in the near future.
- Dutta expresses skepticism about the "immaculate disinflation" narrative.
Fed Hike Probability
- Dutta suggests the probability of a Fed rate hike after July is higher than market expectations.
- He believes markets may be underestimating the potential for further rate increases.
Investment Advice
- While it's tempting to chase big tech momentum, consider other growth opportunities.
- Look for value in areas that haven't seen significant gains.