Gary Brode of Deep Knowledge Investing and James Davolos of Horizon Kinetics discuss inflation, coming higher interest rates, and how to hedge for that. Both of us think the CPI is understated, that GDP is overstated, and that stagflation is a real possibility.
This is an excerpt from Counter-Intuitive Inflation. We’ll be posting sections over the first two weeks of October. Introduction: During inflationary times, and especially when we have high employment...
Read MoreHi All, I’ve been getting some excellent questions from subscribers. Besides being smart questions, they help me understand what has your focus and where you want and need more...
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The Higher for Longer Again Issue Lots of interesting news this week where we address these important questions: Was this the most hawkish “pause” ever by Jerome Powell?...
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