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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 

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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.