Erik Townsend and Patrick Ceresna welcome Aaran Param to MacroVoices. Erik and Aaran discuss:
- Inflation – secular or transitory?
- Where to invest in equity market
- What’s next for the dollar
- How to play EM vs DM
- Perspectives on China
- Bond market outlook
- Commodity super cycle
- Oil, gold & precious metals
Download the podcast transcript: [Click Here]
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Aaran is an investment strategist at Variant Perception, helping clients use data and leading indicators to make strategic asset allocation decisions and flag asymmetric trade ideas. Aaran was previously a Portfolio Manager at Tilney Asset Management, managing £200m across global multi-asset portfolios. Aaran is a CFA charterholder and read economics at University of Cambridge, Trinity College.