Peter Brown
๐ค SpeakerAppearances Over Time
Podcast Appearances
We're going to see a very serious spike in inflation when this demand supply shortage really hits.
That's what it's really going to call.
And then the world has moved to...
a security of energy supply focus.
That's what this is about.
It's not the price of energy.
It's the security.
Europe does not have secure energy supply.
And we know that.
Ireland doesn't have secure energy supply.
And the other major is Japan doesn't have secure energy supply.
So you're going to see a huge investment.
in infrastructure, in reserves, and all of that, of course, is government spending, and all of that is quantitative easing, and all of that is inflationary.
So it's inflation that's going to hit us hard with the straightforward moves.
The concept of when Donald Trump just turns around and walks away, which is the only deal I think he's ever going to get, no one can tell.