Why You Should Worry About Inflation

Hear Simon Lack discuss the top reasons why you should worry about inflation with some compelling charts:

  1. U.S. debt is growing unsustainably, so where’s the limit? Debt to GDP levels jumped to 100% in 2020 due to COVID-19.
  2. We are hooked on the Fed’s balance sheet. The U.S. has become addicted to the Fed buying bonds.
  3. Inflation tracks your old living standards.
  4. Inflation isn’t measured properly.
  5. Everyone knows housing inflation is real, so why isn’t it measured properly?
  6. There is no fiscal discipline; the Fed will need to keep buying bonds.

Although investors are becoming more worried about inflation, it hasn’t been causing a lot of political issues…yet!

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Simon Lack, Portfolio Manager
Simon Lack, Portfolio Manager
Simon Lack is Founder and Managing Partner of SL Advisors, LLC. Mr. Lack is Portfolio Manager of an energy and infrastructure fund at Catalyst Capital Advisors LLC. Mr. Lack’s experience includes: Managing Director, JPMorgan Global Trading Division and CEO, JPMorgan Incubator Funds. Mr. Lack has authored The Hedge Fund Mirage: The Illusion of Big Money and Why It’s Too Good to Be True (January 2012) and Bonds Are Not Forever: The Crisis Facing Fixed Income Investors (September 2013).

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