Less Noise, More Signal

Inflation Won't Go Back to 2%. Here's What Happens Next

April 30, 2026·1h 0m
Episode Description from the Publisher

▬▬▬ DISCUSSION ▬▬▬▬▬▬▬▬▬▬ 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2Fk ▬▬▬ EPISODE ▬▬▬▬▬▬▬▬▬▬ In this in-depth interview, Sonu Varghese, VP and Global Macro Strategist at Carson Group, shares his insights on current macroeconomic trends, inflation dynamics, central bank policies, and market outlooks. Discover how recent geopolitical events, AI advancements, and fiscal policies influence investment strategies and market behavior. Follow Sonu Varghese 👉 https://x.com/sonusvarghese ▬▬▬ SUPPORT ▬▬▬▬▬▬▬▬▬▬ ⚡️LNMS on Lightning: lnms@ln.mtpelerin.com ₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p 💵https://buy.stripe.com/9B600k5Tscv33Ue4zRdby00 Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L1opJwS72nbGgEMY4w3ILkf67JAEyEFmXrtoKoUbONWSsjLDDQIhNx5ReanPy7. ▬▬▬ LINKS ▬▬▬▬▬▬▬▬▬▬ 📰 LNMS Newsletter: https://lessnoisemoresignal.substack.com/ 🎧 LNMS on Apple: https://tinyurl.com/4apksnyn 🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku 🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw 🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p 🌐 LNMS Website: https://www.lessnoise-moresignal.com/ 📖 Bitcoin Book: https://www.amazon.de/dp/1967693013 🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn ▬▬▬ SOCIALS ▬▬▬▬▬▬▬▬▬▬ Follow on X👉 https://x.com/pahueg Follow on Nostr 👉 https://primal.net/pascal Follow on LinkedIn 👉 https://www.linkedin.com/in/pascal-huegli/ ▬▬▬ CHAPTERS ▬▬▬▬▬▬▬▬▬▬ 00:00 Intro 01:44 Inflation Trends and Economic Outlook 02:42 Market Dynamics and Investment Strategies 06:04 Impact of Information Flow on Financial Markets 08:45 Inflation Analysis and Energy Market Effects 11:59 Core Inflation and Economic Indicators 14:54 Drivers of Inflation: Tariffs and AI Bottlenecks 17:57 Corporate Profits and Economic Growth 20:53 Deficits, Government Spending, and Market Connections 23:48 Labor Market Dynamics and Wage Growth 26:58 AI, Demographics, and Future Economic Trends 34:47 Understanding Employment Trends and AI's Impact 36:30 Central Banks and Inflation Challenges 40:40 Market Dynamics: Equities, Gold, and Real Rates 46:29 Sector Performance and Global Market Outlook 51:52 Gold's Future in a High Inflation Environment 55:07 Portfolio Strategies in a Changing Economic Landscape 57:08 Bitcoin: A Risk-On Asset Perspective --- Disclaimer The publications on this website and in these videos, including any references and links, are provided for information purposes only and do not constitute investment advice, investment analysis, or an offer or recommendation to buy or sell financial instruments. They do not replace investment or other professional advice. The information reflects the state of knowledge at the time of preparation and may be changed at any time without notice. The content is intended for natural persons only. No liability is accepted for the accuracy, completeness, or timeliness of the information provided, its sources, or for any resulting losses or damages. Liability for slight negligence is excluded. Marketing communication. Not investment advice. Investing involves risk. Transactions in Bitcoin may result in the total loss of the capital invested.

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