New inflationary regime changes psychology
The case was made that inflation has 'gotten out of its bubble' and entered the public zeitgeist, creating a different psychological backdrop that will make inflation expectations more persistent.
Sign in to read the full idea
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 · 276 MENTIONS · 169 EPISODES · 37 SHOWS
3 JUL 2025 — 21 AUG 2026 · YESTERDAY
143 SUPPORT · 23 CHALLENGE · 2 REPEAT · 108 MENTIONED
- THE ACQUIRERS PODCAST
53 EPISODES BETWEEN · 98 MENTIONS · 109 NOT KEPT
- 109 EPISODES NOT SHOWN
- TOP TRADERS UNPLUGGED · 2 MENTIONS
- THE MEB FABER SHOW
- THOUGHTFUL MONEY
- THOUGHTFUL MONEY
- EXCESS RETURNS · 3 MENTIONS
- WEALTHION - BE FINANCIALLY RESILIENT
- THE COMPOUND AND FRIENDS
- BLOOMBERG SURVEILLANCE
- BLOOMBERG SURVEILLANCE
- THE JULIA LA ROCHE SHOW
- EURODOLLAR UNIVERSITY
- THOUGHTFUL MONEY · 3 MENTIONS
- MACRO MUSINGS WITH DAVID BECKWORTH
- REAL VISION DAILY BRIEFING
- PROF G MARKETS
- THE JULIA LA ROCHE SHOW
- WEALTHION - BE FINANCIALLY RESILIENT
- THE DIVIDEND CAFE
- TOP TRADERS UNPLUGGED · 3 MENTIONS
- FORWARD GUIDANCE
- EURODOLLAR UNIVERSITY
- THE POMP PODCAST
- PROF G MARKETS · 3 MENTIONS
- BLOOMBERG SURVEILLANCE
- MACROVOICES · 2 MENTIONS
- GOLDMAN SACHS EXCHANGES: THE MARKETS · 3 MENTIONS
- ODD LOTS
- THE BEST EVER CRE SHOW · 2 MENTIONS
- THE MEB FABER SHOW · 3 MENTIONS
- WEALTHION - BE FINANCIALLY RESILIENT · 2 MENTIONS
- BLOOMBERG SURVEILLANCE · 2 MENTIONS
- EXCESS RETURNS · 5 MENTIONS
- THE JULIA LA ROCHE SHOW
- THOUGHTFUL MONEY
- BLOOMBERG SURVEILLANCE
- THE JULIA LA ROCHE SHOW · 2 MENTIONS
- COMMODITY CULTURE · 2 MENTIONS
- BLOOMBERG SURVEILLANCE
- BLOOMBERG SURVEILLANCE · 2 MENTIONS
- WHAT BITCOIN DID
- THE DIVIDEND CAFE
- WEALTHION - BE FINANCIALLY RESILIENT
- MARKETPLACE
- TOP TRADERS UNPLUGGED · 2 MENTIONS
- WSJ WHAT'S NEWS
- MARKETPLACE
- COMMODITY CULTURE · 4 MENTIONS
- BLOOMBERG SURVEILLANCE
- EXCESS RETURNS · 3 MENTIONS
- THE DERIVATIVE
- MONETARY MATTERS WITH JACK FARLEY · 11 MENTIONS
- Industrial metals on reshoring, grid build-out
- Dollar reserve status must end for reshoring
- AI CapEx and deficits driving long-end yields higher
- Treasury buybacks as soft yield curve control
- Fed's Warsh constrained by math, not a hawk
- AI CapEx boom will end in a bust
- Gold as the primary hedge against treasury market stress
- Treasury yields are capped by fiscal necessity
- Gold to outperform equities over the medium term
- Own industrials, short bonds in gold terms
- War bullish for stocks in dollars, gold in real terms
- MACROVOICES · 5 MENTIONS
- THE ALPHA EXCHANGE · 2 MENTIONS
- THE COMPOUND AND FRIENDS · 2 MENTIONS
- PALISADES GOLD RADIO · 5 MENTIONS
- Prepare for a major stock market bust
- Prolonged real economy slowdown ahead
- Equity market top within next quarter
- New inflationary regime changes psychology · THIS IDEA
- Real assets to lead post-crisis recovery
- COMMODITY CULTURE
- BLOOMBERG SURVEILLANCE · 6 MENTIONS
- BLOOMBERG SURVEILLANCE · 2 MENTIONS
- MARKETPLACE
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD