I wonder if you could dive more into demographics vs inflation. You cited counter examples to Japan, I wonder if you could perhaps show the examples?
I find this topic very interesting as demographics 'causing long term structural disinflation' is regularly pushed around by main stream financial media. Never heard an opposing argument to this and its always good to hear both points of view on a thesis. :)
Incredibly well done. Thank you!
Hi Russell,
I wonder if you could dive more into demographics vs inflation. You cited counter examples to Japan, I wonder if you could perhaps show the examples?
I find this topic very interesting as demographics 'causing long term structural disinflation' is regularly pushed around by main stream financial media. Never heard an opposing argument to this and its always good to hear both points of view on a thesis. :)
FYI didn't get an email notification on this one or Food Inflation Part II. Nice Pakistani accent by the way...