Macro Voices MacroVoices #397 Alex Gurevich: The Real Rates Tsunami
Oct 12, 2023
Guest Alex Gurevich, Honte investments fund manager, discusses the reasons behind the recent underperformance of the long duration trade. The podcast also explores the persistence of inflation, the challenges of transitioning to renewable energy, and geopolitical risks in Israel and the Gaza Strip.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Economic Outlook and Interview with Alex Garevich
02:17 • 3min
The Persistence of Inflation and the Potential for Deflation
04:54 • 31min
The Challenges of Transitioning to Renewable Energy and the Role of AI in Fusion and Fission
35:29 • 4min
Analysis of recent supply and demand dynamics and long-term outlook on rates
39:34 • 2min
Contacting the hedge fund manager and promoting an energy transition documentary series
42:00 • 2min
Geopolitical Risks in Israel and Gaza Strip
44:27 • 16min
Factors Influencing the Price of Gold
01:00:52 • 6min