Clip below, recommend begin at marker 9 min 50 seconds for about 8 minutes.
They discuss higher inflation hurts consumers but drives assets higher (lower real rates)
But fine balancing act- if inflation and assets go up too much, Wall Street perceives risk of FED hikes rates - which could temporarily impact assets, markets etc.
Argument is made due to current high debt levels (vs e.g. prior to 2008), risk FED actually hiking rates is likely low.
So maybe we hear in coming weeks/months FED resorting to "credible threats" of hawkishness etc
Good periods to $ cost average into assets