Video: https://rumble.com/v768vci-gy-ltja-az-inflcit-egy-vllalkoz.html
🏨 I’ve just arrived at Hotel Auróra, where we’re hosting a Bitcoin meetup tonight — but before that, let me answer what I experience in everyday life.
📊 I don’t live the “average Hungarian life,” since I’m an entrepreneur. My work is about capital allocation and building teams that create value beyond themselves. Because of this, I see inflation and economic processes from a slightly different angle.
💼 In recent years, I’ve experienced that raw material prices didn’t primarily explode due to market forces, but often because of state interventions distorting the picture — road tolls, taxes, regulations. The biggest pressure, however, has been on wages: year after year at least a 10% increase.
We consciously raised salaries because I believe that those who create value deserve competitive and dignified compensation.
💰 But what do I see in the near future?
In my view, central banks have two choices — and neither is painless.
1️⃣ Keep interest rates high (around 6% here, around 4% in the U.S.).
This slows down the economy, but government financing becomes increasingly expensive. If this continues, sooner or later debt pressure could lead to money printing.
2️⃣ Lower interest rates.
In this case, capital parked in bonds and securities flows back into the real economy — into real estate, land, assets, services. This also generates inflationary pressure.
🔁 Either way — monetary inflation is the likely outcome.
For me, the post-Covid period feels like a grace period. The question is not whether inflation will return, but when and in what form it will accelerate.
🏗️ What can we do?
Think in real assets.
Assets that create value and preserve it over the long term.
– Real estate: stable, inflation-resistant, even if it “only” delivers 3–4% rental yield.
– Bitcoin: fixed supply, monetary discipline, global liquidity.
🎯 I’m not trying to scare anyone — I’m preparing.
If you have questions, feel free to ask — we’ll also discuss this tonight at the meetup.
Have a great day!
🏨 I’ve just arrived at Hotel Auróra, where we’re hosting a Bitcoin meetup tonight — but before that, let me answer what I experience in everyday life.
📊 I don’t live the “average Hungarian life,” since I’m an entrepreneur. My work is about capital allocation and building teams that create value beyond themselves. Because of this, I see inflation and economic processes from a slightly different angle.
💼 In recent years, I’ve experienced that raw material prices didn’t primarily explode due to market forces, but often because of state interventions distorting the picture — road tolls, taxes, regulations. The biggest pressure, however, has been on wages: year after year at least a 10% increase.
We consciously raised salaries because I believe that those who create value deserve competitive and dignified compensation.
💰 But what do I see in the near future?
In my view, central banks have two choices — and neither is painless.
1️⃣ Keep interest rates high (around 6% here, around 4% in the U.S.).
This slows down the economy, but government financing becomes increasingly expensive. If this continues, sooner or later debt pressure could lead to money printing.
2️⃣ Lower interest rates.
In this case, capital parked in bonds and securities flows back into the real economy — into real estate, land, assets, services. This also generates inflationary pressure.
🔁 Either way — monetary inflation is the likely outcome.
For me, the post-Covid period feels like a grace period. The question is not whether inflation will return, but when and in what form it will accelerate.
🏗️ What can we do?
Think in real assets.
Assets that create value and preserve it over the long term.
– Real estate: stable, inflation-resistant, even if it “only” delivers 3–4% rental yield.
– Bitcoin: fixed supply, monetary discipline, global liquidity.
🎯 I’m not trying to scare anyone — I’m preparing.
If you have questions, feel free to ask — we’ll also discuss this tonight at the meetup.
Have a great day!
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