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by panarky 1947 days ago
I prefer to own an asset with high volatility that gets more valuable over time than an asset with low volatility that gets less valuable over time.
2 comments

We aren’t talking about assets and what you’ve just said is the reason we have controlled inflation. Currency isn’t supposed to incentivize hoarding it, quite the opposite in fact.
Not everyone agrees with that view. I for one would rather people spent their hard-earned money in a smart, slow and well-thought way than feel compelled by inflation to do so fast and lose.
People should spend or invest thoughtfully, but they should spend or invest - if people are encouraged to hoard a pile of wealth so they can live off the labour of others while contributing nothing themselves, that's bad for society. So central banks tend to aim for low but nonzero inflation (e.g. the Fed's 2% target).
One reason I dislike inflation is that I don't want my currency -- a utility object -- having opinions about my financial life. Inflationary monetary policy and its consistent 'nudge' to spend is the economic equivalent of the pop-up.

Of course, you could argue that a hard cap is equally opinionated. But I think it's a much more 'neutral' position, where it deflates because of real economic growth, and you spend it because of your own time preference.

They may not agree, but currency isn’t supposed to be an investment it’s supposed to be a rationing device.
Yeah but that disincentivizes investments.
Another way of looking at it: that incentivizes better investments.
Not really. If you can earn risk free appreciation on a currency the smart thing to do is not spend it. This incentivizes hoarding money, not making smarter investments.
Nope, you are therefore incentivized to spend that money in objects or services that will bring in more value to you than the risk-free "interest" or gains brought by the mere deflation. Ergo, smarter investments.
Inflation is only "controlled" for some baskets of goods.

If your basket of goods consists of salty snacks and consumer electronics, then yes, inflation is controlled.

But if your basket of goods consists of Hamptons real estate and fine art, then your inflation rate feels a lot steeper.

Investors are finding it very difficult to discover investments that don't depreciate with respect to that second basket of goods.

That's why institutions, family offices and high net worth individuals are shifting single-digit percentage allocations into Bitcoin.

Where have you seen real estate get cheaper over time? NYC? SF? Somewhere else?

Also when it comes to setting up an economic system, high net worth individuals are the last people we should be worrying about, not the first.

I’m talking about currency not appreciating commodities, assets or investment. The US dollar, and the currencies of most western nations, is/are in fact controlled and inflate at a targeted rate.
When I think about inflation, I think about the purchasing power of money for the basket of goods I'm likely to purchase. I'm less interested in theoretical or academic concepts like the rate of growth of M2 or the velocity of money. Preserving purchasing power over time is my priority.
But the people who run the euro zone and the dollar zone have it setup for (they hope) constant mild inflation. This incentivizes a search for productive investments like ycombinator instead of hoarding treasure, which is not a productive investment
>we have controlled inflation

We do not have controlled inflation (I'm assuming you're talking about USistan). Please remember that the fed is an independent institution which refuses to get audited.

It absolutely is controlled[0], just perhaps not controlled in a way you would personally like.

(Also, I recommend you quit it with the "USistan" stuff. It comes off as childish and detracts from the point you're making.)

[0] Maybe "strongly influenced" is a better framing when talking about the Fed.

I am beyond sick of this Libertarian lie that has somehow gone mainstream. The Federal Reserve is audited bi-annually by both a public and private commission

https://www.newyorkfed.org/aboutthefed/fedpoint/fed35.html

https://www.federalreserve.gov/faqs/about_12784.htm

In regards to your first point, inflation is targeted at ~2.5% a year. Some years do better and some do worse but on average that is the inflation rate. I challenge you to look at the inflation rates (provided below) in the first half of last century and provide a reasoned argument for why having years with +16% inflation (and years with -10% inflation) is a better system of currency than what we have now where people freak out if the deviation is over 2%. The gold standard provided a volatility that only hurt those with less money, and the argument your making is a fallacy (and is the reason I left the Libertarian party four years ago.)

https://inflationdata.com/Inflation/Inflation_Rate/Historica...

You're talking about something entirely different from what the parent comment is. What you're talking about is a long-term investment.