Simon White

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]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Simon will refer to it throughout the discussion. If you are already registered at, 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.

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.