Bruce Wilds/Advancing Time Blog
In a YouTube video Mike Green, Chief Strategist at Simplify Asset Management, attacks the idea of hyperinflation and inflation. He is not alone in pushing back on the idea inflation is about to run rampant. Despite the price rises we have been seeing, many economists claim that while inflation is likely to remain elevated for the near future we are now seeing projections it will peak in the first half of this year.
During an amazing, almost two-hour video interview, Green shares his macro view of the economy, inflation, markets, and the dynamics of today’s equity and fixed income markets. In the video titled; The Un-Consensus on Today’s Macro & Inflation, Green claims the base effects driving inflation are becoming more challenging and will not allow for it to remain elevated. He also shares his view of how stock markets have become less efficient and more ‘inelastic’ due to the proliferation of passive index investing, and where that might lead.
Continue reading “Arguing The Un-Consensus On Today’s Macro & Inflation”
