What do we think inflation is actually at?

ShadowStats is great for this. They calculate CPI with older official models

Not sure I feel it’s as high as they claim
LINK
They say around 9%

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we’ve blown way past that in several asset classes

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Funny you should say that because "assets" are not included in most of the inflation metrics that the central bank looks at and says, "whelp no inflation, so keep printing!"

So as long as you aren't worried about gaining assets, you can go on believing there's no inflation.

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What do we think inflation is actually at?

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Saylor made a great point. Inflation depends who you are what you want to be.

If you want to be upper middle class or elite inflation is 20+% — look at the prices of stocks and desirable real estate / home building.

If you are poor to lower middle class then inflation is near zero as the Fed tells us it is. The price of Little Caesar’s, your cell phone plan, and Netflix aren’t changing much.

K shape in recovery and inflation

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If you want to be upper middle class or elite inflation is 20+% — look at the prices of stocks and desirable real estate / home building.

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This. I make around $80K at 24, and I feel stress that I should be buying a house now because the prices rise over a percent every month it seems.

I should feel financially secure but don't because of rising asset prices.

Magic number is 11%

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which podcast did saylor make that comment

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LINK

Great interview for 60 mins or so discussing inflation and macroeconomics. Personally turned it off when he started shilling bitcoin since I’ve heard all those arguments a thousand times