Erik Townsend and Patrick Ceresna welcome Simon White to MacroVoices. Erik and Simon discuss:
- Soft landing or recession?
- What is next for inflation trends?
- Gold, breaking down
- Deflation, is it a risk?
- Credit Event risks
- Stock/bond correlation
- Sizing up the bearish bond market
Download the podcast transcript: [Click Here]
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Simon White is a macro strategist at Bloomberg, and co-founder of Variant Perception, a widely respected investment-advisory firm. He has advised some of the largest and most successful hedge funds, banks and financial institutions in the world on the economic outlook and their investment strategies.