Stagflation

topic on 2 shows · 4 statements across 4 episodes

Capital Allocators All-In

4 statements about Stagflation, every show

Puffer: Stagflation from policy error is among the toughest portfolio environments
“In terms of the markets themselves, I'm worrying about the risk that the policymakers don't get this right, and that we end up in a stagflationary environment. That's a serious risk. And it's very difficult to steer a portfolio to be really resilient against t…”
Marlene Puffer Sep 11, 2023 ▶ 49:18 Marlene Puffer – Canadian Pension Model at AIMCo (EP.337)
ALL-IN Prediction Not checkable as stated
Sacks warns the US could face persistent stagflation
“So it seems to me that we don't have a lot of tools here and we could end up with something like a stack, the Stagflation where we continue to see inflation with a slowing economy.”
David Sacks Apr 1, 2022 ▶ 15:08 E74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more
ALL-IN Opinion
Chamath: Stagflation is 'pseudo-intellectual gobbledygook'
“I think it's like pseudo-intellectual Kind of gobbledygook speak.”
Chamath Palihapitiya Mar 5, 2022 ▶ 22:38 E71: Russia/Ukraine deep dive: escalation, risk factors, financial fallout, exit ramps and more
CAPITAL ALLOCATORS Prediction Partly held up
Visser: US economy faces an elongated inflationary boom, not stagflation
“So I do believe instead of stagflation, this is an inflationary boom, meaning growth will stay on the higher side. The isms will stay up near 60 for an elongated period of time.”
Jordi Visser Nov 8, 2021 ▶ 31:06 Jordi Visser – Analytics and AQ at Weiss (Capital Allocators, EP.221)

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