We welcome back Steve Van Metre to discuss the latest economic trends, especially inflation vs deflation, the 'fish hook' recovery, stocks vs bonds, and how to think about hedging in a portfolio As always, this is unscripted and a free flowing conversation, when we disagree we want to dive into why, and not brush it under the carpet Steve is well known for his almost daily YouTube videos focusing on the macro economics and the monetary system, which are data rich and really dive into detail; if you are not already a viewer, I really do recommend his channel (Steve Van Metre)