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What's the Score between Transitionistas and Inflationistas (podcast version)
Cross reads on future inflation pressures based on most recent CPI print, money supply, yield curve, bank lending, business investment, inflation expectations, deficit spending and employment data.
Sep 18, 2022
This is the audio version of the article below:
What's the Score between Transitionistas and Inflationistas?
This article is also available as an audio version here. I am currently experimenting with ideas how to add premium value for paid subscribers without limiting access to the core content. Please let me know if you like it. I am considering to add audio versions for a more articles in the archive going forward…
a year ago · Fallacy Alarm
High conviction concentrated growth investing combining research on innovation platforms, demography, macroeconomics and economic history.