Ken Tropin on How to Run a Successful Macro Hedge Fund
Macro Hive Conversations With Bilal Hafeez
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The Future of Inflation
I think inflation is coming down, we see that in the data, but is it going to get back to 2% as fast as the market is expecting? I'm not confident that it will. The supply chain bottlenecks are not completely resolved. You've got obviously more tension in Asia than any of us would like. And so I think that for macro, maybe the next 36 to 60 months continue to look really terrible.
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