Breaking News #2: The Drumbeat of Inflation
High inflation was the story of the investing wor…
Epsilon Theory Podcast · Ben Hunt
August 17, 202350m 24s
Audio is streamed directly from the publisher (feeds.soundcloud.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
High inflation was the story of the investing world in the past couple of years. But that has recently changed. The common knowledge around inflation has now shifted from one that high inflation is here to stay to one that inflation is over. But is that change premature? In this episode, we finish off our discussion from our first episode and head back to narrative world to discuss the current story of inflation and the risks it might present for investors going forward.