The best I've heard so far on the topic of inflation is Lyn...

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    The best I've heard so far on the topic of inflation is Lyn Alden. There's a good interview of hers (recent as of this posting date) in which she describes how the current climate is more akin to the 1940s than anything.

    Ray Dalio also describes the same ideas (Lyn says she's pretty much based her thinking on what he said about long term debt cycles).

    To me this makes the most sense given what we see are seeing currently: low interest rates (due to high debt levels) with government stimulus. The end result being that although the underlying forces are deflationary (not much rise in wages likely anywhere), because of sustained fiscal stimulus we'll still get some kind of inflation (and the fiscal stimulus will be what drives the inflation).

    The Lyn Alden interview is here (they joke around a bit at the start but the interview is well worth the wait:

    (597) Lessons of History (guest: Lyn Alden) - Market Huddle Ep.131 - YouTube
 
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