187 - The return of inflation

It’s no secret that we’ve been living in inflationary times, but inflation is always the harbinger of higher interest rates and if they were to go up, what happens? Lessons from Zillow, the problem of tomorrow's big data, yesterday's invented barter, and the amount of debt out there and a central banks that gets spooked. Fascinating stuff. Its all about inflation, transitory or temporary? Today we’re joined by Rob Armstrong in New York to explore. Join the gang! https://plus.acast.com/s/the-david-mcwilliams-podcast. Hosted on Acast. See acast.com/privacy for more information.