Inflation keeps center stage
Thanks so much for writing a piece with a view in it, albeit a heavily caveated and measured one. Thank you
Love the chart on inflation, real GDP, and 10 year treasury rate. Super interesting! I've followed you now since you were on Invest Like the Best with Patrick O'Shaughnessy, hands down my favorite episode and it can never be topped.
Thanks so much for writing a piece with a view in it, albeit a heavily caveated and measured one. Thank you
Love the chart on inflation, real GDP, and 10 year treasury rate. Super interesting! I've followed you now since you were on Invest Like the Best with Patrick O'Shaughnessy, hands down my favorite episode and it can never be topped.