Exchanging Lanes: Are We Misreading Inflation?

What this episode covers

Brad Snyder and Weston Nakamura, a trucker and a trader, are back with Exchanging Lanes to challenge conventional macro data analysis, using real-world, real-time, on-the-ground observations and applying differentiated takeaways. In this episode, Weston and Brad look ahead and explore where disinflation or deflation risk may arise with a focus on inventories. They see massive overcapacity of warehousing in the longer term and offer a non-consensus angle for a potential data misread in consumption trends and inflation drivers for the immediate term. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Frequently Asked Questions

How long is this episode of Real Vision: Finance & Investing?

This episode is 20 minutes long.

When was this Real Vision: Finance & Investing episode published?

This episode was published on January 31, 2022.

What is this episode about?

Brad Snyder and Weston Nakamura, a trucker and a trader, are back with Exchanging Lanes to challenge conventional macro data analysis, using real-world, real-time, on-the-ground observations and applying differentiated takeaways. In this episode,...

Can I download this Real Vision: Finance & Investing episode?

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