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Podcast: Inflection Point
Episode: Growth vs Inflation, Firefighters Pension Buys Bitcoin, FTX Raises $420 Million | Round Up
Description: In this week's round up, Mark and I cover two concepts very deeply: 1) why structural growth is falling and 2) how that impacts inflation.We spend a lot of time covering Mark's "Killer D's" Framework: Demographics, Debt, and Deflation. We also took a deep look at falling estimates for GDP growth, and the limits on how much we can trust central bankers predictions (hint: we can't).We also picked apart some charts that came to us courtesy of Jurrien Timmer of Fidelity on how inflation, commodities and the S&P...