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Inflation stickiness a primary Fed concern

The guest argued that persistent inflation above target for over four years requires continued vigilance, with cost pressures from tariffs and business sentiment likely to flow through to consumer prices.

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The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.

The story so far
CONTESTED · 35 MENTIONS · 29 EPISODES · 15 SHOWS
24 JUL 2025 — 3 AUG 2026 · 2W AGO
10 SUPPORT · 4 CHALLENGE · 2 REPEAT · 19 MENTIONED
  1. 24 JUL 2025 · FIRST HEARD
    MACROVOICES
  2. 8 EPISODES BETWEEN · 10 MENTIONS
    1. 5 AUG 2025
      THE KNOWLEDGE PROJECT · 2 MENTIONS
    2. 13 AUG 2025
      THE BUSINESS BREW
    3. 21 AUG 2025
      THE ALPHA EXCHANGE
    4. 25 AUG 2025
      MACRO MUSINGS WITH DAVID BECKWORTH · 2 MENTIONS
    5. 2 SEP 2025
      THE LONG VIEW
    6. 4 SEP 2025
      MACROVOICES
    7. 5 SEP 2025
      THE MEB FABER SHOW
    8. 26 SEP 2025
      THE ACQUIRERS PODCAST
  3. 6 OCT 2025
    MACRO MUSINGS WITH DAVID BECKWORTH
    • Inflation stickiness a primary Fed concern · THIS IDEA
  4. 13 EPISODES BETWEEN · 16 MENTIONS
    1. 14 OCT 2025
      THE LONG VIEW
    2. 16 OCT 2025
      MACROVOICES
    3. 28 OCT 2025
      THE ALPHA EXCHANGE
    4. 13 NOV 2025
      MACROVOICES
    5. 26 NOV 2025
      MACROVOICES · 2 MENTIONS
    6. 4 DEC 2025
      MACROVOICES · 2 MENTIONS
    7. 15 DEC 2025
      MACRO MUSINGS WITH DAVID BECKWORTH
    8. 18 DEC 2025
      THE ACQUIRERS PODCAST
    9. 18 DEC 2025
      MACROVOICES · 2 MENTIONS
    10. 29 DEC 2025
      MACRO MUSINGS WITH DAVID BECKWORTH
    11. 6 JAN 2026
      THE LONG VIEW
    12. 13 JAN 2026 · CHALLENGES
      GOLDMAN SACHS EXCHANGES
    13. 10 MAR 2026
      THE JULIA LA ROCHE SHOW
  5. 11 MAR 2026
    FORWARD GUIDANCE
  6. 31 MAR 2026
    THE ALPHA EXCHANGE
  7. 8 APR 2026
    ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
  8. 29 JUL 2026 · 3W AGO
    PROF G MARKETS · 2 MENTIONS
  9. 30 JUL 2026 · 3W AGO
    THE DIVIDEND CAFE
  10. 3 AUG 2026 · 2W AGO
    REAL VISION DAILY BRIEFING
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD
NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE