Description

Markets rallied after July’s inflation report even though CPI rose 2.7% and core inflation 3.1%, both above the Fed’s target. Meanwhile, a new crypto IPO, “Bullish,” doubled in a single day. Are we seeing signs of another speculative bubble?

In this episode, Todd Sheets explains:

1. Why markets may be ignoring real inflation risks.
2. How Benjamin Graham’s “Mr. Market” helps us understand price vs. value.
3. Three key lessons Warren Buffett learned from Graham that protect against speculation.

Whether you’re an investor, saver, or just curious about markets, this episode breaks down speculation vs. investing in plain English.

Links:
📧 Newsletter: https://toddsheets.substack.com

📘 Book: 2008: What Really Happened – https://www.amazon.com/2008-Really-Happened-Todd-Sheets/dp/1641773936

🌐 Website: https://toddsheetswriter.com

Follow: YouTube, Spotify, and Apple Podcasts — search “On Wealth and Progress”

Keywords: inflation, CPI, core inflation, interest rates, Federal Reserve, stock market bubble, speculation vs investing, Benjamin Graham, Warren Buffett, Mr. Market, compound growth, financial lessons, value investing, Todd Sheets