Do you tend to see a short term deflationary environment and long term inflationary environment? Or how do you see the next 20y or so play out? Luke Gromen/Lyn Alden are in the inflationary while Brent Johnson/Jeff Snider tend to be in the deflationary environment. I tend to see both with the deflationary being next 1-2y and inflationary being the long term, 5y+. Thoughts?
waaaaaaaaay outside my expertise, I'm afraid. if I had a question on this, I'd ask Lyn :P
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