Last week, I had the pleasure of spending an hour talking to Michael Gayed of the Lead Lag Report about Counter-Intuitive Inflation. You can check out the episode here: https://www.youtube.com/watch?v=mV01sg6aB2k&t=12s
Here’s the video from last week’s July subscriber meeting with Chris Bell and James Davolos. We have Mish Shedlock lined up for August with a long list of important macro topics to discuss. If you’d like to be able to ask questions on the call, watch it live, and have access to the video a … Read more
