In the latest episode of Blockworks’ podcast “On the Margin,” Michael Ippolito, co-founder, Blockworks, sits down with Brent Johnson of Santiago Capital to discuss his views on whether or not CPI inflation is transitory or here to stay.

Mike and Brent cover Brent’s view on the most recent CPI and PCE prints, why consumer prices are ticking up, and whether or not he thinks we are headed for inflation or deflation. They also did a review of Brent’s famous “dollar milkshake theory,” the impact of fiscal and monetary stimulus on the dollar, and why he believes a strong dollar is dangerous for global markets.

“On the Margin” is a two-part show. Once a week, Mike interviews industry experts, and then at the end of the week he is joined by co-host Tyler Neville where they break down the top crypto and macro stories. Episodes go live every Wednesday and Saturday morning.

Subscribe to “On the Margin” today on Apple or Spotify, or watch episodes on YouTube.

  • Managing Editor
    Liz has been a writer and editor for over 30 years covering a wide range of topics including robotics, technology, telecommunications, finance, business, politics and more. She began her career at Carnegie Mellon University where she wrote about the university's alumni, is published in McSweeney's Internet Tendencies, and has a BA and MA in creative writing. She lives in the Chicagoland area.