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His audiences know him as THE ”Inflation Guy.” In the inflation markets he is known as a pioneer. He is considered as the Expert to the experts in the world of inflation markets where true expertise is hard to find. In this podcast the Inflation Guy talks about the hidden tax, the insidious assault on your wealth, and how to defend your money. Have a question? Email InflationGuy@enduringinvestments.com
Episodes
Tuesday Dec 03, 2024
Tuesday Dec 03, 2024
For more than a year now, the story about inflation and why inflation was almost certainly going to stay high (in the 'high 3s, low 4s' on median inflation, as the Inflation Guy has long held) was a story about the guaranteed rebound in money velocity. That has been an easy story and forecasting medium-term inflation has been consequently pretty easy.
That is changing.
Velocity has made a round trip to where it was prior to COVID. And that means that the underlying drivers of inflation going forward are changing. In this episode, the Inflation Guy explains what that means for the future of inflation.
NOTES
Very important blog post: “What Makes a Stable Coin Stable?” https://inflationguy.blog/2024/10/31/what-makes-a-stable-coin-stable/
Blog for this month’s CPI: “Inflation Guy’s CPI Summary (October 2024)” (https://inflationguy.blog/2024/11/13/inflation-guys-cpi-summary-october-2024/ )
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Comments (1)
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Prof. Steve Hanke, or as I call him, Cranky Hanke, has long repeated his mantra that the golden growth rate in the money supply is 6% in order to achieve inflation of 2%. So if I understand correctly, you are saying that the reason 6% money growth led to only 2% inflation was due to globalization putting downward pressure on prices and that in an environment of deglobalization, 6% money growth would probably keep us closer to 3%?
Thursday Dec 12, 2024
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