The Universal Owner — July 16, 2026: The disinflation you can least rely on

from The Universal Owner · host Universal Asset Owners

June inflation cooled harder than expected — but it was energy-led, and the growth holding up the economy is AI-capex-led. Both tails run through one input. Plus: AI as the owner's operating layer, and why 'diversified' AI exposure resolves to grid power. Brought to you by AssetOps Chicago, by Corinium (Aug 11). Not investment advice.

Episode metadata supplied by the publisher feed · Published Jul 16, 2026

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The Universal Owner — July 16, 2026: The disinflation you can least rely on

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