Inflation to Last Longer Than Expected: Leuthold's Paulsen

The transcript discusses the impact of inflation on markets, the challenges faced by corporate America due to COVID-19, and the potential for a stock market correction. It highlights the supply chain issues and the role of fiscal and monetary policies in economic recovery. The discussion also covers potential inflation scenarios and investment strategies, with a focus on the Federal Reserve's policies and their effects on employment and economic growth.

According to the text, how might the stock market react to rising yields?

What role does fiscal policy play in boosting the economy compared to quantitative easing as discussed?

What observations were made regarding the M2 money supply and its implications for inflation?