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#101 Larry McDonald: The Probability Of Sustained Stagflation Is Rising
Larry McDonald (@convertbond), author of the New York Times bestseller “A Colossal Failure of Common Sense: The Inside Story of the Collapse of Lehman Brothers,” and founder of The Bear Traps Report, a weekly independent macro research platform focusing on global political and systemic risk with actionable trade ideas, joins Julia La Roche on episode 101.
0:00 Welcome Larry to the show
1:00 Macro picture
2:15 The probability of sustained stagflation near-term is rising
3:12 What people are getting wrong about inflation
5:32 Stagflation
9:20 One-year breakevens
10:25 Nvidia, and playing AI…
The skinny
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