Why are we still using a 1970s playbook to solve 21st-century inflation?
For years, property investors have been at the mercy of a "blunt instrument": central banks raising interest rates to crush demand every time inflation ticks up. But what if the problem isn't that we’re spending too much, but that we aren’t producing enough?
In this episode, Jerry explores a significant shift in economic thinking. Inspired by the recent appointment of Kevin Warsh at the US Federal Reserve, we look at why the traditional reliance on interest rates is a "rear-view mirror" strategy that often does more harm than good. We dive into the "supply-side" alternative—how energy policy, housing development, and productivity could be the real keys to a stable, growth-oriented economy.
In this episode, you will learn:
Why interest rates are often the wrong tool for inflation caused by energy and supply shocks.
The difference between "demand suppression" and "supply expansion" and why it matters for your portfolio.
The "Windfall Tax" trap: How government tax takes on fuel actually fuel the inflation fire.
Lessons from history: How the post-WWII era proved we can have growth without runaway inflation.
Why forward-looking economic policy is essential for the medium-to-long-term success of commercial investors.
LEARN THE BASICS
If you want to learn more about investing in Commercial Property, why not join us for our 2 day Introduction to Commercial Property? Learn how the market works and the ways in which it differs from residential property so you can avoid the pitfalls and learn how to create successful deals. https://commercialpropertyinvestor.co.uk/2-day-introduction
Presented by Jerry Alexander. Edited by Rebecca Gee
OTHER USEFUL LINKS
CPI Website: https://commercialpropertyinvestor.co.uk/
Our Sponsors: https://commercialpropertyinvestor.co.uk/podcast-sponsors/
LinkedIn: https://www.linkedin.com/in/jerryalexander/

Who Actually Rents Commercial Property? The Reality vs The Theory
25:37

What Commercial Deals are Our Clients Buying Right Now and How?
18:12

Reading the High Street: Why Your Lens Defines the Opportunity
19:13