Inflation worries growing but not yet realized
The guest argued that while inflation worries among consumers are real and growing, they have not yet turned up in the actual realized inflation numbers, a divergence that can last for a period.
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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
- MACROVOICES
6 EPISODES BETWEEN · 8 MENTIONS
- THE KNOWLEDGE PROJECT · 2 MENTIONS
- THE BUSINESS BREW
- THE ALPHA EXCHANGE
- MACRO MUSINGS WITH DAVID BECKWORTH · 2 MENTIONS
- THE LONG VIEW
- MACROVOICES
- THE MEB FABER SHOW
- Inflation worries growing but not yet realized · THIS IDEA
15 EPISODES BETWEEN · 18 MENTIONS
- THE ACQUIRERS PODCAST
- MACRO MUSINGS WITH DAVID BECKWORTH
- THE LONG VIEW
- MACROVOICES
- THE ALPHA EXCHANGE
- MACROVOICES
- MACROVOICES · 2 MENTIONS
- MACROVOICES · 2 MENTIONS
- MACRO MUSINGS WITH DAVID BECKWORTH
- THE ACQUIRERS PODCAST
- MACROVOICES · 2 MENTIONS
- MACRO MUSINGS WITH DAVID BECKWORTH
- THE LONG VIEW
- GOLDMAN SACHS EXCHANGES
- THE JULIA LA ROCHE SHOW
- FORWARD GUIDANCE
- THE ALPHA EXCHANGE
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- PROF G MARKETS · 2 MENTIONS
- THE DIVIDEND CAFE
- REAL VISION DAILY BRIEFING
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD