In the final part of Jason’s interview with Andrew Zatlin, the two take a look at whether the future of our economy is inflationary or deflationary. The two also look at the impact of technology on inflation, how it impacts the rental markets, and where the volatility in our economy will be in 2018.
Disclosure: this interview was recorded prior to the GOP Tax Reform being written and passed
[1:32] The proof in the inflation pudding is shipping costs
[6:47] The economy is strong in the background
[8:31] Warehousing had a huge impact on the start of the internet
[11:10] When you reach the point where payroll and population growth are the same you don’t get wage inflation
[15:35] When housing affordability is low and prices soften, the rental market strengthens
[19:30] Where 2018 volatility will come from