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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]

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SPECIAL POST GAME GUEST - Rory Johnston 

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 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).

Supporting Materials for Download are listed below - click to open or download.

Simon White Chart Book

Big Picture Trading Chart Book March 19 2026

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.

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