Erik Townsend and Patrick Ceresna welcome Simon White to MacroVoices. Erik and Simon discuss:
- Inflation and the Three-Act Play
- Comparing the 1970s and Present Inflation
- Gold as a Hedge and Market Complacency
- Rewriting the Risk-Off Playbook
- The Strength of the Economy and Private Credit Risk
Download the podcast transcript: [Click Here]
SPECIAL POST GAME GUEST - Rory Johnston
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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.