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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Leading off the week was the Federal Reserve which took no action and surprised no one. DKI thinks this was the right move. Of greater concern, had they lowered...
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