Are You Ready For The New Economy? | Jim Bianco

Описание: On today's edition of "Boiler Room," Alfonso Peccatiello is joined by Jim Bianco of Bianco Research LLC.

With global inflation rates at multi decade highs, Jim joins the show to discuss the “new era of inflation” we are entering. How will rising energy prices, secular de-globalization and a new work from home dynamic affect inflation in the future?

Is the bond market incorrectly pricing lower inflation? To find out, you’ll just have to tune in!
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Referenced In The Show:

Neel Kashkari Says the Quiet Part Out Loud on Markets: https://www.bloomberg.com/opinion/art...

Fed Pivot My A*S: https://themacrocompass.substack.com/...

War and Industrial Policy: https://plus2.credit-suisse.com/short...
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Timestamps:
00:00 Introduction
00:21 Neel Kashkari's Comments On Markets
05:14 The Number One Question For Financial Markets Right Now
09:31 A New Regime For Inflation?
13:51 Zoltan Pozsar: War and Industrial Policy
21:23 Asset's To Own In This Environment?
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Disclaimer: Nothing discussed on Boiler Room should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.