Braden Dennis
speaker
8,273 appearances
24 recordings
1 series
first heard Apr 2026
last heard 4d ago
Braden Dennis’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 24 in all, peaking in May 2026 with 7.
Appearances
And then the profits of those companies start to contract.
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And now we're finally getting to meet from my perspective, the employment piece of that cycle.
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It's it
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It's a it's a weird setup and a bit of like a a a one that sucks for for that sector given the potential for in this inflationary environment and higher for longer rate setup that we're staring at.
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But w and then whenever you hear people say about like or whenever you hear we we talk about the inflation thing, everybody always says like stagflation, right?
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They're like, oh but I I don't know if that like to me, I don't see a world in which we end up with you know, t a stag a stagflationary regime.
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I mean, you've really only ever seen it once, but I think they talk about it for like people talk about it as if
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it it's like every time inflation is high and and the economy isn't growing uh where it should be, you know, it's it's that state of being.
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But I don't I don't necessarily think that that's a uh within the range of potential outcomes like because the the idea that consumers can weather these cost increases and that inflation would be sticky, which is how the bond market is
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Is is reacting right now.
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Like that's what the bond market is saying.
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And I think you have to almost like compartmentalize what what part of it is bond markets trying to telegraph what the central banks are doing or like what they actually think the future rate environment will be.
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And what part of it is the bond market saying we just anticipate governments are going to continue spending like drunken sailors and we're trying to price in some of that risk.
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Because I mean that could be a a big component too.
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All all of this to say, I think it's it's hard to imagine a scenario where
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We get inflation and it doesn't
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cause the consumer to like to a big contraction in on the consumption side of things.
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I d I don't know.
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Like I don't know w what what out what version of the outcome people are already or are trying to describe when they they f they say that that they think that that's possible.
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And I would love to know because I I I just can't really grab like wrap my head around the argument that like consumers are already tapped in in in many of the cases you're
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Showing 1381–1400 of 8,273 · page 70 of 414
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