
Hartnett: We are Definitely Reliving the 1970s
This is a free preview of a paid episode. To hear more, visit vblgoldfix.substack.com
Housekeeping: The 2020s increasingly resemble the 1970s: geopolitical realignment, fiscal excess, accommodative central banks, and a weaker currency creating an early-cycle boom in equities and assets. The key question now mirrors that decade’s arc. Are we in the policy-driven boom half that ended in 1976, or are we approaching the inflation shock of the last half that destroyed everything the first half did?
The Flow Show | Short = Long, Long = Short
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.