Braden Dennis
speaker
8,273 appearances
24 recordings
1 series
first heard Apr 2026
last heard 19 Sep
Braden Dennis’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 24 in all, peaking in May 2026 with 7.
Appearances
Next question we had from the thread here.
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Are we overly focused on interest rates as opposed to the delta between real inflation and nominal interest rates?
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I feel like we're still in inflationary territory in real terms.
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You know who does a lot of really good work on this is Rich Diaz.
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I mean, he has always talked about, I mean, we it was a couple of months ago we entered into that sort of net a net negative interest rate territory.
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I mean, not really for the consumer, right?
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Like if your inflation's at three percent, I can go get a mortgage rate at four, but that's still a freaking cheap cost of borrowing in real.
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terms and uh but I mean we're not at the point like I I would be worried about this if we're inflationary territory, if we're like COVID where we had our transitory seven point four percent and you and a consumer could borrow at two and a half or three.
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And now all of a sudden I mean the the economic incentive for me to literally take on leverage and buy absolutely anything, like anything, which is what happened, is actually like the
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right economic move for me as a as a as a market participant.
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Jet skis, which was like, you know, a huge one.
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Boats, cottages, whatever, right?
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I don't know if we're there.
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It doesn't feel like we're we're actually there with I think like I th I think more the I I think the lending rate environment is and it and seems like TIFF is sort of in the same, you know, we're in that neutral range.
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They're kind of comfortable staying here.
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I can't see them really making any policy moves in either direction unless something breaks in either direction.
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I don't know what your thoughts are on on that, Ron.
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polymarket.
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Yeah.
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Yeah.
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Showing 1901–1920 of 8,273 · page 96 of 414
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