Boris Vladimirov on Macro Volatility, US Yields, and Recession Risks
Macro Hive Conversations With Bilal Hafeez
00:00
Macroeconomic Volatility and Fiscal Policy
This chapter explores the definition of macro volatility and its contributing factors, such as demand curves, inflation, nominal growth, and fiscal policy. It delves into the impact of unanticipated monetary shocks and the preference for fixed income assets during high inflationary periods. The chapter suggests that the next 5-10 years will be defined by this macro environment.
Transcript
Play full episode
