MacroVoices #292 Russell Napier: Knock-on Effects of Secular Inflation
Macro Voices - A podcast by Hedge Fund Manager Erik Townsend - Giovedì
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MacroVoices Erik Townsend and Patrick Ceresna welcome Russell Napier to the show. They explore whether the developing situation in China changes the inflation calculus, then go on to talk about rates, inflation, and where this whole macro picture is headed. Link: https://bit.ly/3DlRqTn