Is There a Lag and Is the Framework Broken?

U.S. equities were relatively unchanged, but apparently they missed the message from the bond market. Across the board, U.S. Treasury yields are now over 4%, with a confluence of economic data in the States and Europe muddying the macro picture. Maggie Lake is joined by Tavi Costa, partner and portfolio manager at Crescat Capital, to hear why he believes this is the beginning of an exciting period for macro and value investors.

Plus, we’ll also hear from Andreas on what persistent services inflation means for the U.S. and the rest of the world. Watch that entire interview here: https://rvtv.io/3J3ny3I. And you can check out more from Tavi here: https://www.crescat.net.

Learn more about your ad choices. Visit podcastchoices.com/adchoices