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.
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A personal update: Friday’s surgery went well. I was in a lot of pain over the weekend, but am feeling better every day. I’m doing well, am able to...
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I’d like to start this week with a personal note. As many of you know, I had surgery on Friday. Everything went well, and while I’m in considerable pain,...
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