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.
Overview: The Federal Reserve completed its September meeting and decided to cut the fed funds rate by 50bp (.5%). Significant items: The market knew the Fed would pivot...
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The long-awaited pivot is here. The Federal Reserve is going to cut the fed funds rate this week. Asset gatherers celebrate the opportunity to blow up another asset bubble....
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