US Inflation
topic on 2 shows · 7 statements across 7 episodes
7 statements about US Inflation, every show
Palihapitiya predicts US inflation will drop further over next six months
“What's going to happen over the next six months, it's mostly in the bag and meaning we talked about this before, but there's a lag effect on a handful of components, specifically rents, which when you roll them into this inflation rate, you're going to see it …”
Ivascyn: PIMCO expects US core inflation in high 2% range by year-end
“In the spread sectors, our base case economic view is reasonably constructive. U.S. Inflation heading back down to the high two level on the core side at the end of the year. Based on recent constructive economic data, slow growth, basically a fifty-fifty chan…”
New York Yankees equity compounded at 9.7% annually over 115 years
“Over the last, I think it's 115 years, US inflation has run at an annualized rate of around, I think it's 3.1%.
US public equities have compounded at around a 5.9%.
And equity in the New York Yankees has compounded at 9.7% per year for a 115 years.”
Palihapitiya: Rising US inflation is the beginning of a persistent trend
“So I think that it's a it's this is the beginning of a persistence.”
Rieder: US inflation will normalize to around 2% once reopening fades
“But if you normalize airfare, lodging, growth of used cars, et cetera, you're going to run at two-ish percent, maybe a little higher. But I think they're right on the transitory thing generally.”
Chamath predicts recent U.S. inflation surge is a temporary head fake
“I think this whole inflation thing is a head fake.”
Chamath Palihapitiya predicts Biden's spending will drive inflation and commodity prices higher
“It feels like we're entering an era of spend, spend, spend. And that was an opinion of mine, which I believe is actually fairly accurate. I do think it will drive inflation. I do think it'll drive commodity prices. And I think on balance, I do think it will su…”