inflation

4 statements across 3 episodes · 0 bullish · 2 bearish · 3 people on the record · first statement Mar 20, 2023 by Bill Ackman · across every show →

Everything said about inflation, oldest first

Mar 20, 2023 bearish
Prediction Open · timeframe Mar 2028
Ackman predicts persistent 3% to 4% inflation for foreseeable future
“The world is a structurally different place than it was for the last 20 odd years, and you're going to see persistent levels of inflation, you know, three to four percent inflation for the foreseeable future. I think that, that's certainly being missed based o…”
Bill Ackman Mar 20, 2023 ▶ 51:55 Bill Ackman: SVB Collapse; Biden vs Trump; How I Lost $400M on Netflix; Bill's 10-Year Long | E991 · 20VC with Harry Stebbings
May 1, 2023 bearish
Prediction Open · timeframe May 2028
Carney: Expecting a Return to Pre-Inflation Low Interest Rates Is Unrealistic
“To assume that we're going back to that world after we get through this bout of inflation is also in my view, an unrealistic assumption. You're just gambling for redemption on that one.”
Mark Carney May 1, 2023 ▶ 25:07 Mark Carney: First Republic Bank Fails; Will Interest Rates Rise? Global Warming's Net Zero | E1008 · 20VC with Harry Stebbings
Jun 12, 2023
Insight
Summers: Unmanaged inflation hits the poorest members of society hardest
“The way to hit the poorest parts of society hardest is to not manage inflation. You and I can configure our financial affairs so we're hedged against inflation. We may even, by borrowing money, Be able to be beneficiaries of inflation as we pay it back in chea…”
Larry Summers Jun 12, 2023 ▶ 42:40 Larry Summers: How the Fed screwed up; What a Trump win would do to the economy | E1024 · 20VC with Harry Stebbings
Jun 12, 2023
Insight
Summers: Economic laws cannot be suspended for political convenience
“That there are laws and regularities in economics and social science Just like there are in physical or biological science that cannot be suspended for political convenience. If you print too much money, you will have too much inflation. If you control prices,…”
Larry Summers Jun 12, 2023 ▶ 41:04 Larry Summers: How the Fed screwed up; What a Trump win would do to the economy | E1024 · 20VC with Harry Stebbings
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