Zortix matched this thesis to China ETFs as one way for retail investors to get exposure. Not a recommendation.
Inflation regime shift from globalization unwind
The guest argued the new normal of higher inflation is driven by a regime shift from prioritizing cheapness to safety, rewiring global supply chains.
Keep reading this one
You've read the thesis and who argued it. A free account opens the argument, what validates it, the risks the show raised, and the moment in the episode where it was said — 3 ideas in full a day, no card.
The Callback
Structural shifts reduce US economic recession frequency
37 weeks between these two statements.
The guest argued that the political and economic path ahead is one of financial repression, leading to sustained inflation in the 4-5% range, eroding wealth unless action is taken.
The guest argued the new normal of higher inflation is driven by a regime shift from prioritizing cheapness to safety, rewiring global supply chains.