MacroVoices #307 Viktor Shvets: Inflation is still a pendulum but will eventually yield to disinflation


Manage episode 318115362 series 120079
By Hedge Fund Manager Erik Townsend. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

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*


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