Macro Voices

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July 29, 2021  

MacroVoices #282 Bill Blain: Consequences of Secular Inflation

MacroVoices Erik Townsend and Patrick Ceresna welcome Shard Capital Strategist and Alternative Investments chief Bill Blain to the show. Bill says secular inflation is here to stay, then goes on to explain several less obvious nuances of the finance industry's readiness for the coming change and much more.

Link: https://bit.ly/3fax7hW

July 22, 2021  

MacroVoices #281 Darius Dale: Inflation is officially on hold but just for now

MacroVoices Erik Townsend and Patrick Ceresna welcome 42 Macro founder Darius Dale to the show to discuss why he is a secular inflationist long-term even though his models predict disinflation in coming months.

Link: https://bit.ly/3eI2nok

July 15, 2021  

MacroVoices #280 Aaran Param: Inflation, Stocks, Dollar, EM, China, Commodities & more

MacroVoices Erik Townsend and Patrick Ceresna welcome Aaran Param from Variant Perception to the show to discuss whether inflation is secular or transitory, Stocks, Bond Yields, Commodities, and much more.

Link: https://bit.ly/3xKio4I

July 8, 2021  

MacroVoices #279 Viktor Shvets: The Inflation-Deflation Pendulum

MacroVoices Erik Townsend and Patrick Ceresna welcome Viktor Shvets to the show to discuss in detail why he disagrees with the view that we're beginning a 1970's scale secular inflation event.

 

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

July 1, 2021  

MacroVoices #278 Eric Peters: Secular Inflation and Digital Currency

MacroVoices Erik Townsend and Patrick Ceresna welcome back One River Asset Management CIO Eric Peters to the show. Eric has been in the news quite a bit lately, as his new venture One River Digital has become one of the most voracious buyers of Bitcoin. Eric returns as this week’s feature interview guest to discuss secular inflation and the digital currency revolution in detail.

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

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