50 min listen
Exchanging Lanes: Are We Misreading Inflation?
Exchanging Lanes: Are We Misreading Inflation?
ratings:
Length:
19 minutes
Released:
Jan 31, 2022
Format:
Podcast episode
Description
Brad Snyder and Weston Nakamura, a trucker and a trader, are back with Exchanging Lanes to challenge conventional macro data analysis, using real-world, real-time, on-the-ground observations and applying differentiated takeaways. In this episode, Weston and Brad look ahead and explore where disinflation or deflation risk may arise with a focus on inventories. They see massive overcapacity of warehousing in the longer term and offer a non-consensus angle for a potential data misread in consumption trends and inflation drivers for the immediate term.
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Released:
Jan 31, 2022
Format:
Podcast episode
Titles in the series (100)
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