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Inflation Insights: From Transitory to Sticky
In this first conversation of 2024, Noah and Chris discuss various topics related to the market and the economy. They talk about the year-end rally and market performance, job numbers and economic growth, the outperformance of the US economy compared to international markets, inflation and GDP numbers, home prices and affordability, crypto and ETF approval, interesting statistics and facts, Fed rate cut expectations, and supply chain disruptions and their impact on inflation. They conclude by discussing the transitory nature of inflation and making predictions about future rate cuts.
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