Macro Voices MacroVoices #395 Simon White: Inflation, Stocks & Why TINA is Coming Back
14 snips
Sep 28, 2023 Bloomberg's Macro Strategist, Simon White, joins MacroVoices to discuss inflation, recession narratives, and credit market risks. They explore the potential return of inflation and its implications for asset allocation. The chapter also discusses the deteriorating credit market, the speaker's personal motivation for creating an energy transition documentary series, and analysis of crude oil drawdown and its market implications.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Secular Inflation: Perspectives and Predictions
02:35 • 27min
The Deteriorating Credit Market and Its Impact on the Economy
29:32 • 13min
Motivation, Hypocrisy, and Taking Action
42:06 • 13min
Discussion on COP, Sales Pitch, and Introduction Request, Followed by Energy Transition Documentary Series Promotion
54:47 • 2min
Crude Oil Drawdown and Market Implications
56:43 • 19min
Summary of Research Roundup and Episode Conclusion
01:15:44 • 3min