Colin Plume

Yeah.

Yeah.

Overall, with the economy, the CPI report came out, inflation is still sticky. It's still here. That's something that you have to think about. Do we focus on reducing inflation or do we focus on growth? What my opinion is, there's only a few different ways to go. You go high growth, High inflation, you go high growth, low inflation, which is the ideal, but very difficult to do.

Overall, with the economy, the CPI report came out, inflation is still sticky. It's still here. That's something that you have to think about. Do we focus on reducing inflation or do we focus on growth? What my opinion is, there's only a few different ways to go. You go high growth, High inflation, you go high growth, low inflation, which is the ideal, but very difficult to do.

Low growth, high inflation, stagflation, that's always dangerous. We don't want that. You've been living through a little bit of that right now. We've been living through a little bit of that. So we need, in my opinion, I don't think with the next administration coming in, I don't think there's any way that you're not going to have inflation, but I think it will be coupled with high growth.

Low growth, high inflation, stagflation, that's always dangerous. We don't want that. You've been living through a little bit of that right now. We've been living through a little bit of that. So we need, in my opinion, I don't think with the next administration coming in, I don't think there's any way that you're not going to have inflation, but I think it will be coupled with high growth.

Well, it's tough because I think they've been very conservative with the money supply and they've reduced the amount that they've exposed to the markets. a lot of people believe they will open that back up. They're going to start freely bringing money back into the markets. You got to be careful when you do that, though. You got to be careful because that could bring inflation again.

Well, it's tough because I think they've been very conservative with the money supply and they've reduced the amount that they've exposed to the markets. a lot of people believe they will open that back up. They're going to start freely bringing money back into the markets. You got to be careful when you do that, though. You got to be careful because that could bring inflation again.

But I think that all the measures going forward, we want wage growth. We want job growth. The people that have been hurt the most over the last four years have been people that have had credit card delinquencies. They've been the highest that we've seen in a long time. Last year was the highest.

But I think that all the measures going forward, we want wage growth. We want job growth. The people that have been hurt the most over the last four years have been people that have had credit card delinquencies. They've been the highest that we've seen in a long time. Last year was the highest.

A lot of debt for middle Americans. So They need high growth opportunities. They need wage growth. And those are the measures that I think are going to put more money back in people's pockets so that they can live a better life and not take on all this debt.

A lot of debt for middle Americans. So They need high growth opportunities. They need wage growth. And those are the measures that I think are going to put more money back in people's pockets so that they can live a better life and not take on all this debt.

Yeah. Paul Tudor Jones, I mean, he said it best. All roads lead to inflation. That's why you're seeing alternative assets, gold, crypto, all these things really do well. The world is divested away from the dollar. They're moving away. The bricks are moving away. It's a natural progression.

Yeah. Paul Tudor Jones, I mean, he said it best. All roads lead to inflation. That's why you're seeing alternative assets, gold, crypto, all these things really do well. The world is divested away from the dollar. They're moving away. The bricks are moving away. It's a natural progression.

The petrodollar, this great control that we had where every dollar is being used for oil, that seems to be going away. That was a massive advantage that we had that Nixon signed in 1973. It was one of the best things he had ever done.

The petrodollar, this great control that we had where every dollar is being used for oil, that seems to be going away. That was a massive advantage that we had that Nixon signed in 1973. It was one of the best things he had ever done.

um and that seems to be slipping away so i i am concerned that inflation will will continue to be here and in the high twos and i've been saying for a few years that i think two percent inflation is an unrealistic number if you look at the world nobody holds himself to two percent i actually think we're gonna go to a three percent model and um and i think that's much more attainable uh but i i think we're gonna sit sit in the high twos and the key is to be able at least to have growth outpace inflation right correct

um and that seems to be slipping away so i i am concerned that inflation will will continue to be here and in the high twos and i've been saying for a few years that i think two percent inflation is an unrealistic number if you look at the world nobody holds himself to two percent i actually think we're gonna go to a three percent model and um and i think that's much more attainable uh but i i think we're gonna sit sit in the high twos and the key is to be able at least to have growth outpace inflation right correct

Yeah. Well, if you go back to You know, early 1980s and how they calculate inflation. You take the same numbers today, we'd be above 10 percent. They pulled out a lot of different statistics to show a number that's low. And that allows them to continue the debt and continue the spending. And that's typically what politicians want to do. They don't want to make any cuts.

Yeah. Well, if you go back to You know, early 1980s and how they calculate inflation. You take the same numbers today, we'd be above 10 percent. They pulled out a lot of different statistics to show a number that's low. And that allows them to continue the debt and continue the spending. And that's typically what politicians want to do. They don't want to make any cuts.