deflation

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Aug 14, 2017 by Richard Lawrence · across every show →

Everything said about deflation, oldest first

Aug 14, 2017 positive
Insight
Corporate pricing power is as valuable in deflationary environments as inflationary ones
“Pricing power is as good, In a deflationary environment as is an inflationary environment.”
Richard Lawrence Aug 14, 2017 ▶ 37:50 Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21)
Oct 14, 2019 bearish
Insight
Girotto: Deflationary economic environment would be very bad for farmland
“One is that the United States or may globally gets into a deflationary environment. That'd be very bad for farmland.”
Jay Girotto Oct 14, 2019 ▶ 25:48 Jay Girotto – Farmland Opportunity (First Meeting, EP.10)
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