Broken Pie Chart
Broken Pie Chart
Sep 6, 2021
Inflation – What to Watch – Supply Side vs Demand Side
Play • 35 min

Derek goes beyond the headlines to look under the hood of the labor market, jobs, and unemployment. Plus, he reviews the container shipping issues and port delays, semiconductors now delayed over 20 weeks. Finally, he discusses whether the government stimulus for a drop in demand might have miscalculated the recession. Instead, what if it’s a supply side issue where falling supply and rising prices is the regime? Both demand shock and supply shock are covered so you can talk to your friends about it.

 

Transitory or Non-Transitory case for inflation

Container shipping issues with inflation

The Fed interest rate tapers and rate decisions

Supply Side Shock

Demand Side Shock

Wage growth

Labor force participation rates

Government transfer payments (social programs) growth

 

 

Mentioned in this Episode:

 

Contact Derek derek.moore@zegafinancial.com

 

Follow Derek’s blog articles on the ZEGA site https://zegafinancial.com/blog

 

Derek Moore’s Book Broken Pie Chart https://www.amazon.com/Broken-Pie-Chart-Investment-Portfolio/dp/1787435547?ref_=nav_signin&

 

Inflation-Markets at All-time Highs, Interest Rates, Covid and the Markets, Afghanistan

https://podcasts.apple.com/us/podcast/talking-inflation-all-time-market-highs-interest-rates/id1432836154?i=1000533456019

 

Sticky CPI vs Flexible CPI

https://podcasts.apple.com/us/podcast/how-is-inflation-measured-sticky-cpi-vs-flexible-cpi/id1432836154?i=1000521909707

 

What are Repos and Reverse Repos https://podcasts.apple.com/au/podcast/what-are-reverse-repos-and-repos-fed-enters-overnight/id1432836154?i=1000523659106

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