MacroVoices #395 Simon White: Inflation, Stocks & Why TINA is Coming Back
Macro Voices
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Secular Inflation: Perspectives and Predictions
The hosts introduce macro strategist Simon White to discuss the topic of secular inflation and its impact on the market. They delve into the varying perspectives on a potential recession and the difficulty in defining it. The chapter explores the potential return of inflation and its implications for asset allocation and portfolio design.
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Transcript
