Comments
Transcript
Chapters
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The Reopening and Inflation
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The Different Inflation Camps
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What Would Indicate “True” Inflation
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Will Inflation Move the Fed?
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Addressing Critiques of CPI
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How Does Oil Factor in to the Inflation Narrative?
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Broader Outlook for Oil: The False Dawn of the Commodity Supercycle
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Energy Sector Equities: The Short Duration Play
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Other Short Duration Plays
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Closing Out Reopening Trades
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Entrenched Interests as a Play on Fiscal
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Summary and Takeaways