Inflation Far Bigger Threat Than Investors Expect – Ep 790

  • Everything-is-awesome attitude won’t last long much longer.
  • Stagflation is here.
  • This round of QE won’t be like the last 4.
  • The economy has never been as addicted to cheap money as it is now.
  • Bond investors will begin to realize that bonds are mispriced.
  • We’ve been making our inflation bed for years and now it’s time to lay in it.

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