Macro Voices cover image

MacroVoices #314 Lakshman Achuthan: Inflation is Neither Transitory or Secular, it’s Cyclical

Macro Voices

00:00

Do You Think the US Is a Good Place to Start?

The war cycle is definitely very a dollar bullish and i expect that to continue. I think it's very interesting to observe what happened in the last week with the united states essentially confiscating russia's foreign exchange reserves. Is it ok, regardless of what a country has done, to give one nation the authority to essentially just cancel it for exchange reserves, you know, at the click of a button? It's going to bring more question to whether or not the rest of the world is comfortable allowing the us. Dollar to continue to serve its role as the world's global reserve currency. So i think that this crisis is going to heighten that sensitivity, and it's going to increase the

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app