
Sign up to save your podcasts
Or


Today's Post - https://bahnsen.co/3Ws09Qk
Analyzing Inflation: The Complex Factors Beyond Headlines
In this episode of Dividend Cafe, recorded from East Hampton, David discusses the recent political and economic turmoil, including significant events like the assassination attempt and the Republican convention. Shifting focus to the topic of inflation, the host diverges from common narratives and delves into a broader, long-term macroeconomic perspective. By examining various factors such as deglobalization, demographics, populist politics, war, environmentalism, and technology, the episode challenges conventional views on what drives inflation. Utilizing an outline by Keynesian economist Anatoly Koletsky, the host critiques these factors and refutes their presumed inflationary impacts, emphasizing the nuanced and complex nature of inflation. The episode also touches on the bond market's outlook and its implications for nominal GDP growth and inflation predictions.
00:00 Introduction and Upcoming Events
00:27 Current Events and Market Overview
01:45 Deep Dive into Inflation
08:41 Factors Influencing Inflation
11:56 Debunking Inflationary Myths
19:53 The Role of Technology and Politics
22:03 Conclusion and Final Thoughts
Links mentioned in this episode:
By The Bahnsen Group4.9
561561 ratings
Today's Post - https://bahnsen.co/3Ws09Qk
Analyzing Inflation: The Complex Factors Beyond Headlines
In this episode of Dividend Cafe, recorded from East Hampton, David discusses the recent political and economic turmoil, including significant events like the assassination attempt and the Republican convention. Shifting focus to the topic of inflation, the host diverges from common narratives and delves into a broader, long-term macroeconomic perspective. By examining various factors such as deglobalization, demographics, populist politics, war, environmentalism, and technology, the episode challenges conventional views on what drives inflation. Utilizing an outline by Keynesian economist Anatoly Koletsky, the host critiques these factors and refutes their presumed inflationary impacts, emphasizing the nuanced and complex nature of inflation. The episode also touches on the bond market's outlook and its implications for nominal GDP growth and inflation predictions.
00:00 Introduction and Upcoming Events
00:27 Current Events and Market Overview
01:45 Deep Dive into Inflation
08:41 Factors Influencing Inflation
11:56 Debunking Inflationary Myths
19:53 The Role of Technology and Politics
22:03 Conclusion and Final Thoughts
Links mentioned in this episode:

5,211 Listeners

8,586 Listeners

1,697 Listeners

2,115 Listeners

1,320 Listeners

837 Listeners

3,096 Listeners

7,108 Listeners

2,010 Listeners

2,829 Listeners

645 Listeners

444 Listeners

26,623 Listeners

1,547 Listeners

239 Listeners