It's “Game Over” For Inflation, The Risk Is Recession

1

Introduction

00:00 • 3min

2

The Inflationary Shocks

02:36 • 4min

3

Fiscal Stimulus Isn't Going to Be Persistent

06:24 • 3min

4

Global Supply Curve

09:05 • 6min

5

Inflation Surprises to the Downside, Not the Upside

14:48 • 4min

6

What's It Telling You?

19:14 • 2min

7

The Fed Needs to See Slack Emerge in the Labor Market

21:04 • 3min

8

Fire Blocks - A Platform That Solves Crypto Transactions

23:59 • 3min

9

The Fed Can't Kill Inflation

27:14 • 4min

10

The Pandemic and the World War

31:23 • 2min

11

The Great Gasopy 19 25

33:33 • 2min

12

Predicting Inflation for 20 Years?

35:38 • 2min

13

What Do You Think of Volker?

37:21 • 5min

14

The Debt Ratio in the United States

41:55 • 2min

15

Why Is the Natural Rate of Interest Going Down?

44:09 • 2min

16

The Powell Put Is Not Going to Be Gone, Right?

46:22 • 5min

17

Are We Already in a Recession?

51:02 • 2min

18

What Mean Reversion Means?

52:44 • 2min

19

Is There a Correlation Between Stock Market and Multiple?

54:38 • 5min

20

Asset Deflation Is Going to Replace Consumer Inflation

59:25 • 2min

21

What Is Rosenburg Research?

01:01:41 • 3min

It's “Game Over” For Inflation, The Risk Is Recession | David Rosenberg