Introduction

Speaker 1
We are in this sizable shift where governments will become bigger and it's the governments that recognize their job is to support the supply side that will actually support disinflation and bring prices in line and actually probably allow their economies to accelerate. It's not going to be about how big is your deficit or how big is your government. It's going to be have they made the critical shift towards rebuilding the supply side of their economy or not. And it's not going to be the amount of dollars a government spent that will be most important to the inflation or growth story. It's going to be how they spent it, which has always been true. But the idea that government spending could be deflationary, I mean, people are probably turning your podcast off right now, Alan, as I say that. It is a new theory that we need to consider.
Speaker 3
Imagine spending an hour with the world's greatest traders. Imagine learning from their experiences, their successes, and their failures. Imagine no more. Welcome to Top Traders Unplugged, the place where you can learn from the best hedge fund managers in the world so you can take your manager due diligence or investment career to the next level. Before we begin today's conversation, remember to keep two things in mind. All the discussion we'll have about investment performance is about the past, and past performance does not guarantee or even infer anything about future performance. Also understand that there's a significant risk of financial loss with all investment strategies, and you need to request and understand the specific risks from the investment manager about their product before you make investment decisions. Here's your host, veteran hedge fund manager, Neil's costroplarson.
Speaker 4
Welcome, and welcome back to another conversation in our series of episodes that focuses on markets and investing from a global macro perspective. This is a series that I not only find incredibly interesting, as well as intellectually challenging, but also very important, given where we are in the global economy and the geopolitical cycle. We want to dig deep into the minds of some of the most prominent experts to help us better understand what this new global macro driven world may look like. We want to explore their perspectives on a host of game changing issues, and hopefully dig out nuances in their work through meaningful conversations. Please enjoy today's episode, hosted by Alan Duh.

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