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BULLISHCore thesis · 5/5

Secular inflation surge mirrored after 1970s

The case was made that markets are underpricing a return to 1970s-style secular inflation, with the Middle East conflict acting as the catalyst for a second inflationary wave.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Secular inflation surge mirrored after 1970s · Zortix