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Concept

Government spending as the root of inflation

The speakers argued that persistent inflation is fundamentally rooted in government deficit spending, which drives up the cost of housing, healthcare, education, and other goods.

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The Callback

Structural shifts reduce US economic recession frequency

41 weeks between these two statements.

Then

The guest's model shows that when fiscal policy is non-Ricardian (not backed by future taxes), government deficits directly stimulate demand and are inflationary.

MACRO MUSINGS WITH DAVID BECKWORTH · 17 NOV 2025 · 35:00Open in Zortix →
Now

The speakers argued that persistent inflation is fundamentally rooted in government deficit spending, which drives up the cost of housing, healthcare, education, and other goods.

ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 29 AUG 2026 · 2W AGO · 50:35
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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE