EPPY 72: Is the everything bubble really...

About this episode

It’s been a minute, but I am back! I recap what has been going on in the market for the past couple weeks. I discuss inflation and how I believe it is not transitory and the bond market will eventually price this in. I then dive into the recent reverse repo situation and talk about how this could lead to deflation in asset prices. Lastly, I talk about my the ... Show More

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