Bill Blain

Erik Townsend and Patrick Ceresna welcome Bill Blain to MacroVoices. Erik and Bill discuss:

  • Inflation – is it really transitory?
  • Impacts of Ukraine/Russia situation on inflation
  • Global reserve currency – US Dollar vs. Digital Currency
  • Inflation impacts on the bond market
  • Energy crisis on the horizon?
  • ESG vs fossil fuels

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Patrick will refer to it throughout the postgame segment. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Click here to register or login for access to supporting materials.

Bill Blain is a published author on financial markets, contributor and editor of the Morning Porridge. He is a well-known market commentor, and a practicing investment banker in the alternative private debt and equity sector.

His day job combines his role as Strategist for Shard Capital, the leading investment management firm, and heading the firm’s Alternatives Group – financing Private debt and equity deals, and direct lending transactions. His clients include sovereign wealth funds, hedge funds, insurance and pension managers, credit funds and family offices.

Bill’s 36-year plus career in global markets is unique: it includes senior level roles as head of financial institutions and debt capital markets at leading investment firms plus spells as a financial market journalist – despite being dyslexic and utterly unable to spell. Firms on his CV include Morgan Stanley, Bear Stearns, HSBC and BGC.

He has been closely involved in the growth and development of the global fixed income markets since 1985, and pioneered complex financial products including corporate bonds, bank capital, medium term notes, asset-backed securities and private debt and equity. Somewhere in his attic there is box full of industry awards for things like the most innovative ABS transaction, capital deal of the year, and top MTN firm…

Outside markets, Bill is a passionate sailor and ocean racer, a talentless painter, plays guitar badly, is still learning to play the bagpipes, and once built a train-set in his attic. He is a Trustee of Wessex Heartbeat, a charity that supports victims and the families of cardiac disease.