Full Episode: More Fuel For The Inflation Fire

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The jury is out on whether massive government spending in response to the COVID-19 pandemic contributed to today’s inflation.

However, as politicians stare down a potential recession, they face a critical dilemma: by stimulating growth will they also further stimulate prices?

Dario Perkins, the managing director of global macro at TS Lombard, joins Real Vision’s Andreas Steno Larsen to talk about the consequences of the European energy crisis, including a vicious cycle of expansionary fiscal policy that would only exacerbate existing systemic problems.

Perkins also shares his thoughts on the “romance” with Modern Monetary Theory and describes what he considers a “true” recession. Recorded on August 18, 2022.


00:01:39 What are the Odds of a Recession Now?
00:04:23 A Glimmer of Hope?
00:06:25 Technical Versus True Recession
00:08:32 Inflation Blame Game
00:11:48 Lessons Learned
00:13:59 Policy Response to Rising Energy Costs
00:16:20 Stuck in a Vicious Cycle?
00:20:07 “The Cure for High Prices is High Prices”
00:21:57 New Regime for Inflation
00:27:21 Demographic Economics
00:30:25 Reshoring Manufacturing Jobs
00:31:49 The MMT Romance
00:35:16 A Question of Trust
00:37:41 The New Policy Mix
00:43:00 The Hunt for Clarity
00:46:04 Market Disconnects
00:47:00 The Takeaways

Thanks for watching Real Vision Finance!

#inflation #energycrisis #fiscalpolicy

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