Masters: Likely to See Inflation Go Up Under Trump

The transcript discusses the potential for inflation under President-elect Trump's policies, including tax cuts and infrastructure spending. It draws parallels with China's 2008-09 stimulus, which led to inflation. The conversation explores how these policies might influence investment strategies, particularly in the US, and the impact on global bond markets. The discussion also considers the role of central banks and the potential for divergent fiscal policies across different regions.

What factors are mentioned that could lead to inflation in the coming years?

How did the 2008 stimulus package in China differ from the one discussed in the text?

What is the significance of the phrase 'memory of that' in the context of inflation?

What challenges are associated with determining winners and losers in the economic changes discussed?

How might a Trump presidency affect central banks globally according to the text?