Inflation and Supply Chains
The discussion pivots around the evolving landscape of inflation, suggesting that central banks might need to adjust their targets to a higher equilibrium due to shifting supply dynamics. Key insights highlight the lessons learned from the pandemic, emphasizing the critical importance of resilient supply chains and the need for effective public-private partnerships. The current economic situation is likened to experiencing war-like deficits without an actual conflict, raising questions about future economic strategies.In this clip
From this podcast

All Else Equal: Making Better Decisions
Ep47 “Is the U.S. National Debt Sustainable?” with Mohamed El-Erian
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