Two interesting views on inflation: [1] Russell Napier’s view that Fed’s QT policy is decreasing money supply and therefore deflationary (along with other things), and [2] from 13D’s WILTW that Fed QT will be deflationary in theory but inflationary in practice.
Other things I’m reading or listening to:
- Brad Setser on Odd Lots podcast, What a Trade War Would Actually Look Like
- Career focused: Goals vs. Systems, Scott Adams blog circa 2013.
- Vitalik Buterin’s story, the guy behind Ethereum, insanely smart kid.
LongHedge 