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The David McWilliams Podcast

187 - The return of inflation

30 min11 november 2021
It’s no secret that we’ve been living in inflationary times, but inflation is always the harbinger of higher interest rates and if they were to go up, what happens? Lessons from Zillow, the problem of tomorrow's big data, yesterday's invented barter, and the amount of debt out there and a central banks that gets spooked. Fascinating stuff. Its all about inflation, transitory or temporary? Today we’re joined by Rob Armstrong in New York to explore.

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