Mark Blyth and Nicolò Fraccaroli - Inflation

In this episode, author and professor Mark Blyth sits down with Cole Smead to discuss a book he co-authored with Nicolò Fraccaroli titled “Inflation: A Guide for Users and Losers.” Blyth unpacks the modern forces driving today’s economic shifts, explaining how they reach far beyond simple price increases. They also discuss modern means for managing the economy, energy trends, and more! ---------- CHAPTERS 0:00 Intro 1:01 Mark Blyth 1:57 Writing a Book About Inflation 4:08 Defining Inflation 5:52 "Super Abundance" by Gale Cooley and Marian Tupy 7:17 Consumers, Laborers, and Businesses 10:26 Core Inflation 11:28 Alan Blinder and Causes of Inflation 15:24 Fiscal Policy on Inflation 16:39 Owner Equivalent Rent 20:27 Smead Cap Investing 21:11 Paul Volcker and Short-Term Interest Rates 26:15 Using Inflation To Help Debt 31:25 Price Controls 34:47 How Can We Control Global Markets and Economies 36:47 Windfall Taxes 40:38 Smead Cap Fears Stock Market Failure 41:23 Windfalls Continued 46:15 Stimulus Checks 52:22 Government Spending in Deficit 58:14 Brought To You By Smead Cap 59:07 Why Couldn't We Predict the 2008 Crash 1:04:34 Controlling Inflation to Manage the "Real Economy" 1:14:11 Demographics and Globalization 1:18:26 Oil and Energy Inflation 1:21:38 Outro ---------- _____________ We advise investors who play the long game. Sign up to receive our advice: https://smeadcap.com/sign-up/ _____________ Follow us on: ● LinkedIn -   / smead-capital-management   ● X - https://x.com/SmeadCap #PlayTheLongGame #investing #ValueInvesting #stocks The material provided in this podcast is for informational use only and should not be construed as investment advice. You can learn more about Smead Capital Management and its products at smeadcap.com, or by calling your financial adviser. #podcast #books #inflation #economics #politicaleconomics #taxes #economy