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Transcript
Chapters
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The New Conundrum: Treasury Yields & Inflation
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Recalling the 2008 Inflation Surge
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Why Did the Fed Give Up on Transitory Inflation?
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The Recession Pressures
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Age Demographics & Debt
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Will Inflation Last?
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Inflationary Parallels & World War II
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The Structural & Cyclical Swings
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What Does the World Look Like Post Covid?
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We Are Going to See a Bear Market Sooner Rather than Later
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We Have Seen the Greed Movie Before
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Setting Your Asset Allocation 6 to 9 Months
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The Real Estate & Construction Explosion
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The Melting Inflation
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Buy Treasuries & Not Bitcoin
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Buying Bonds As a Safety Valve
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Rosenberg's Investment Bet