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Erik Townsend and Patrick Ceresna welcome Simon White to MacroVoices. Erik and Simon discuss:

  • This week’s unlimited QE by the FED and its implications
  • Comparison of exogenous shocks vs. recession
  • Are stocks and bonds both starting to sell off?
  • Are treasuries moving up due to the FED buying up bonds?
  • U.S. government’s reaction COVID-19 crisis and how will it impact asset markets



Download the podcast transcript: [Click Here]

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Simon White is Co-Founder and Managing Editor at Variant Perception. Simon is a Cambridge mathematics graduate with a background in interest rate trading and risk management. Prior to Variant Perception, Simon worked for JP Morgan on the US Rates desk, followed by a position at Bank of America as a proprietary trader.