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The Great Inflation/Deflation Debate

Many investors fear that the U.S. is on the route…

Luke Gromen: The Fed Is “Screwed If They Do, Screwed If They Don’t”

Recently, there has been a lot of speculation about where…

Why A Slowdown In Growth Was Inevitable

In this free-flowing conversation, Brent Johnson, CEO of Santiago Capital,…

Brent Johnson and Steven Van Metre: The Unappreciated Risk in the System

For the past decade, many investors who have bought stock…

Is It Time To Stop Following Central Banks?

Dan Rasmussen, founder and CIO of Verdad Advisors, joins Real…

Dan Rasmussen: Crisis Investing and Countercyclical Capital Allocation

At last year's Jackson Hole, flexible average inflation targeting (FAIT)…

FAIT: Does The Fed’s Structurally Dovish Policy Have An Expiration Date?

Real Vision editor Jack Farley and markets reporter Dion Rabouin…

Bonds Rally and Cyclicals Thrive as CPI Rises 0.5%

Veteran macro investor John Floyd explains his macro strategies for…

Currencies, Bonds, and Inflation in the Current Macro Regime

Alfonso Peccatiello, author of The Macro Compass, falls neither in…

Neither This Nor That: Are We Actually Headed for Disinflation?

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