Today's Post - https://bahnsen.co/3Ws09Qk
Analyzing Inflation: The Complex Factors Beyond Headlines
In this episode of Dividend Cafe, recorded from East Hampton, David discusses the recent political and economic turmoil, including significant events like the assassination attempt and the Republican convention. Shifting focus to the topic of inflation, the host diverges from common narratives and delves into a broader, long-term macroeconomic perspective. By examining various factors such as deglobalization, demographics, populist politics, war, environmentalism, and technology, the episode challenges conventional views on what drives inflation. Utilizing an outline by Keynesian economist Anatoly Koletsky, the host critiques these factors and refutes their presumed inflationary impacts, emphasizing the nuanced and complex nature of inflation. The episode also touches on the bond market's outlook and its implications for nominal GDP growth and inflation predictions.
00:00 Introduction and Upcoming Events
00:27 Current Events and Market Overview
01:45 Deep Dive into Inflation
08:41 Factors Influencing Inflation
11:56 Debunking Inflationary Myths
19:53 The Role of Technology and Politics
22:03 Conclusion and Final Thoughts
Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
David is the Founder, Managing Partner, and the Chief Investment Officer of The Bahnsen Group.
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