Known Unknowns of Inflation: Probing the Uncertainties and Economic Impacts (ft. Albert Edwards) | Monetary policy, Sustainability

2050 Investors — Economic and markets megatrends, ahead of 2050’s global sustainability targets

Inflation, a buzzword echoing across headlines and boardrooms alike, has seized the attention of investors, policymakers and central banks worldwide. With staggering figures like a 5% surge in US inflation, this phenomenon clearly demands scrutiny. But is this merely a blip on the radar, or a paradigm shift?

Join Kokou Agbo-Bloua as he examines the intricacies of inflation, its roots, manifestations and implications. From the historical precedent set by Weimar Germany's hyperinflation to the current surge sparked by the pandemic's aftermath, he delves into the complexities at play.

Against the backdrop of sustainability and ESG initiatives driving global agendas, this episode explores the interplay between inflation and societal dynamics. Could the pursuit of greener pastures fuel inflation in the long run? And what ripple effects might this have on social stability?

As markets teeter on the edge of uncertainty, fueled by trillions of liquidity injections, Kokou questions whether central banks risk repeating past mistakes. Drawing parallels to the tumultuous 1970s, he weighs the potential consequences of misjudged policies and the specter of runaway inflation.

Yet, amidst the tumult, hope flickers in the form of strategic resilience. With the wisdom of economic titans like Milton Friedman and the cautionary tales of history as our guides, we navigate the known unknowns of today's economic landscape.

Join us on this investigative journey, where the only certainty is the unpredictability of tomorrow. After all, as the adage goes, in the face of uncertainty, it's not about how hard you hit but how resilient you remain.

By listening to this episode, you'll not only gain a deeper understanding of inflation but also equip yourself with the knowledge and foresight to navigate the complexities of today's economic environment with confidence.

About this show

Welcome to 2050 Investors your monthly guide to understanding the intricate connections between finance, globalisation, and ESG.

Join host Kokou Agbo-Bloua, Head of Economics, Cross-Asset & Quant Research at Societe Generale, for an investigation of the economic and market megatrends shaping the present and future, and how these trends might influence our progress to meeting 2050’s challenging global sustainability targets.

In each episode, Kokou deep dives into the events impacting the economy, financial markets, the planet, and society. Through a magical blend of personal anecdotes, in-depth research and narratives overlaid with music, sound effects, and pop culture references, there’s certainly something for everyone.

Kokou also interviews industry-leading experts, personalities, entrepreneurs and even Nobel prize winners! You will learn from the best on a wide range of subjects on current affairs, market shifts, and economic developments.

If you like 2050 Investors, please leave a five-star review on Apple Podcasts or Spotify. Your support will help us spread the word and reach new audiences. If you’re seeking a brief and entertaining overview of market-related topics and their business and societal implications, subscribe now to stay informed!

Previous episodes of 2050 Investors have explored ESG-influenced financial assets, climate change, AI, greenflation, smart cities, globalization, plastic pollution, food, health care, biodiversity, the energy transition, and more.

Credits

Presenter & Writer: Kokou Agbo-Bloua. Editor: Julien Moity, Vincent Nickelsen. Production Designer: Emmanuel Minelle, Radio K7 Creative. Executive Producer: Fanny Giniès. Sound Director: Antoine Larcher. Music: Rone. Graphic Design: Cedric Cazaly

Whilst the following podcast discusses the financial markets, it does not recommend any particular investment decision. If you are unsure of the merits of any investment decision, please seek professional advice.

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