Why SocGen's Albert Edwards Sees Double-Digit Inflation Coming Back
Odd Lots
Bloomberg
4.5 • 2K Ratings
🗓️ 15 May 2026
⏱️ 58 minutes
🧾️ Download transcript
Summary
Making a long career as a bear at a sell-side institution is tough. Generally financial markets have done quite well which means forecasting doom and gloom is, usually, only tenable for so long. Which is why we wanted to talk to one of the most successful bears out there. Société Générale has let Albert Edwards out of the bear cage for today's episode. Edwards knows his reputation as a bear is well deserved: He believes, among other things, double-digit inflation is in the offing. We also talk about the attention span of readers on the buy-side, what success looks like for a bear, and how a bear avoids getting fired.
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Transcript
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| 0:00.0 | Oddlots is brought to you by Vanek. |
| 0:02.1 | For years, investors basically forgot about real assets, energy, gold, and infrastructure. |
| 0:07.2 | But look what's driving markets now. |
| 0:09.3 | Central banks loading up on gold, massive cap-ex cycles, currencies doing weird things. |
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| 0:30.5 | Fun disclosures later in this episode. |
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