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.