Odd Lots
Why SocGen's Albert Edwards Sees Double-Digit Inflation Coming Back
May 15, 202653 min · 10,050 words
Show notes
Making a long career as a bear at a sell-side institution is tough. Generally financial markets have done quite well which means forecasting doom and gloom is, usually, only tenable for so long. Which is why we wanted to talk to one of the most successful bears out there. Société Générale has let Albert Edwards out of the bear cage for today's episode.
Highlighted moments
I'm a bit like Caesar always used to have a slave right behind him whose job it was to say to Caesar, you are mortal, you are mortal.
“The idea that the QE didn't create inflation was nonsense. It created loads of inflation, but the sort of inflation people like in housing, in financial assets.”
“I can remember 28% inflation in the UK in the 70s. I certainly think we go back everywhere to double-digit inflation.”
Transcript
Transcript not available for this episode yet.
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