IL32: Unpacking Inflation: What History Teaches Us About Today's Economy ft. Carola Binder

Top Traders Unplugged

Niels Kaastrup-Larsen

Business, Business News, Investing, News

4.8 • 670 Ratings

🗓️ 13 November 2024

⏱️ 55 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Today we share an engaging discussion with Carola Binder, who explores the intricate relationship between inflation and democracy in the United States. Binder argues that inflation has been a crucial part of economic debate since the nation’s founding, intertwined with the political landscape and the fate of democracy itself. She highlights the significant divergence in inflation expectations between Republicans and Democrats, particularly during the Biden presidency, where rising inflation expectations were predominantly driven by Republicans. The conversation delves into how historical perspectives on inflation have shifted, from concerns about devaluation and price stability to modern debates on monetary policy and the role of central banks. Binder also examines the implications of these dynamics for future inflation and the credibility of the Federal Reserve, providing insights that resonate with current economic challenges.

-----

50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE

-----

Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.

IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.

And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.

Learn more about the Trend Barometer here.

Send your questions to [email protected]

And please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.

Follow Kevin on SubStack & read his Book.

Follow Carola on LinkedIn and

Transcript

Click on a timestamp to play from that location

0:00.0	where we show that there's this huge divergence between Republicans and Democrats' inflation
0:10.8	expectations, especially in the Biden presidency.
0:14.2	So normally people who support the president have lower inflation expectations and people
0:20.0	who are of the opposite party
0:21.2	have higher inflation expectations.
0:23.5	And that's still true, but the gap just widened so much
0:26.3	that during the 21, 2021, 2022,
0:30.2	when inflation was rising,
0:32.3	Democrats' expectations didn't budge,
0:34.5	and the whole rise in expectations came from Republicans.
0:39.9	Imagine spending an hour with the world's greatest traders.
0:43.8	Imagine learning from their experiences, their successes, their successes, and their failures.
0:48.2	Imagine no more. Welcome to Top Traders Unplugged, the place where you can learn from the best hedge fund managers in the world,
0:56.3	so you can take your manager, due diligence, or investment career to the next level.
1:00.9	Before we begin today's conversation, remember to keep two things in mind.
1:04.9	All the discussion we'll have about investment performance is about the past,
1:08.6	and past performance does not guarantee or even infer anything
1:12.0	about future performance. Also understand that there's a significant risk of financial loss
1:16.5	with all investment strategies, and you need to request and understand the specific risks
1:21.3	from the investment manager about their product before you make investment decisions.
1:25.7	Here's your host, veteran hedge fund manager, Niels Kostrup Larson.
1:35.0	For me, the best part of my podcasting journey has been the opportunity to speak to a huge range of
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Niels Kaastrup-Larsen, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Niels Kaastrup-Larsen and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.