Macro Voices
Macro Voices
Hedge Fund Manager Erik Townsend
MacroVoices #307 Viktor Shvets: Inflation is still a pendulum but will eventually yield to disinflation
1 hour 21 minutes Posted Jan 20, 2022 at 11:07 pm.
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Show notes

MacroVoices Erik Townsend and Patrick Ceresna welcome Macquarie Chief Macro and Asia-Pacific strategist Viktor Shvets to the show. They touch on inflation and then move on to what’s driving various macro asset classes around the globe.

*Please note that the market wrap commentary was recorded mid-session with the S&P still up on the day, before the late-day crash to new lows*

Link: https://bit.ly/3KsAZZQ