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Inflation is only bad for stocks when the Fed has to react to it.

So right now we're in that sweet spot where inflation is probably above target,

or 2.5%, 3%, and it's probably not going to go below 2% in the time.

In fact, it may re-accelerate with all the stimulus.

And that's fine, so long as the Fed isn't raising rates or

tight. And I think, once again, I think we have a year, at least, maybe, maybe, maybe a little

less, a year to say that the Fed is going to turn a blind eye to inflation because they kind of want them.

Once again, that's the third, that's the third most important thing.

They need inflation to grow out of the debt problem.

All right, welcome to the Risk Reversal podcast.

I am Dan Nathan.

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