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VRA Podcast: Is Inflation Back? We Don't See It — CPI, Yields, & The New Fed - Tyler Herriage - May 12, 2026 episode artwork

EPISODE · May 12, 2026 · 29 MIN

VRA Podcast: Is Inflation Back? We Don't See It — CPI, Yields, & The New Fed - Tyler Herriage - May 12, 2026

from VRA Investing Podcast · host Vertical Research Advisory

In today’s episode, Tyler breaks down the latest CPI print and explains why a short‑term uptick doesn’t mean inflation is back. He walks through yields, the newly configured Fed, and how energy and geopolitics are driving the headlines. We’ll also discuss why the bull market shows no signs of slowing, the role of innovation and technology in keeping inflation at bay, and why record liquidity on the sidelines could fuel markets even higher.

What this episode covers

In today’s episode, Tyler breaks down the latest CPI print and explains why a short‑term uptick doesn’t mean inflation is back. He walks through yields, the newly configured Fed, and how energy and geopolitics are driving the headlines. We’ll also discuss why the bull market shows no signs of slowing, the role of innovation and technology in keeping inflation at bay, and why record liquidity on the sidelines could fuel markets even higher.

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VRA Podcast: Is Inflation Back? We Don't See It — CPI, Yields, & The New Fed - Tyler Herriage - May 12, 2026

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How long is this episode of VRA Investing Podcast?

This episode is 29 minutes long.

When was this VRA Investing Podcast episode published?

This episode was published on May 12, 2026.

What is this episode about?

In today’s episode, Tyler breaks down the latest CPI print and explains why a short‑term uptick doesn’t mean inflation is back. He walks through yields, the newly configured Fed, and how energy and geopolitics are driving the headlines. We’ll also...

Can I download this VRA Investing Podcast episode?

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