Secular inflation onset likely a year or two off
The host and guest agreed that while a secular inflation cycle may be beginning, the negative market-impacting phase is not imminent and is probably 1-2 years away.
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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
13 EPISODES BETWEEN · 15 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
- THE ACQUIRERS PODCAST
- MACRO MUSINGS WITH DAVID BECKWORTH
- THE LONG VIEW
- MACROVOICES
- THE ALPHA EXCHANGE
- MACROVOICES
- MACROVOICES · 2 MENTIONS
- Secular inflation onset likely a year or two off · THIS IDEA · CHALLENGES
- Inflation cycle confusion creates risk and opportunity
8 EPISODES BETWEEN · 10 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