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I would say there's maximum uncertainty in the world. The fear that inflation is uncapped the way Larry Summers was articulating in November and December is less today than it was, but what's emerged is this idea that we're going to have higher rates for longer and we're going to have a higher inflation for
longer.
Brad Gerstner
Now March 2023, Brad & Chamath Think Higher Interest Rates & Inflation Are Here to Stay
E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
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