Michael Ashton of Enduring Investments on Inflation

The video discusses the current state of inflation, highlighting its cyclical and secular nature. It explains how prolonged inflation can lead to a vicious cycle, affecting interest rates and money velocity. The upcoming CPI report is expected to show core inflation at 4.2%, with a focus on broadening inflation trends and the impact of rising rents, especially as the eviction moratorium ends.

What impact does the eviction moratorium have on rents and core inflation?

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What are the implications of rising rents on core inflation as mentioned in the text?

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