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Podcast: Inflection Point
Episode: Jerome's Dilemma: Inflation vs Recession | On The Margin
Description: In this week's episode, we started off with a recap of Bitcoin Miami from Mark. Next we launched into March's record breaking CPI print, and where Mark sees inflation heading from here.Next we moved into PPI (Producer Price Index) and PMI (Purchasing Manager's Index), what those economic indicators mean, and what they can tell us about the next 18 months of growth. We took a look at food inflation, various asset prices, and how investors should be thinking about the volatile environment we find ourselves in.Finally we closed on Elon's attempted purchase of Twitter...