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?

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