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

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.