MacroVoices #360 Viktor Shvets: Inflation, Interest Rates, Equity Outlook & more

1

Introduction

00:00 • 5min

2

Macquarie Voices Interview With Victor Schvetz

04:49 • 3min

3

Is the Ukraine Conflict a Process or an Event?

07:31 • 5min

4

Geopolitics Will Play a Smaller Role in the Next Two Years Than It Did in 2022

12:37 • 3min

5

Is There a New Secular Trend in Inflation?

15:23 • 6min

6

Inflationary Pressures Will Come Back Again, All I'm Saying

21:11 • 2min

7

Is Cheap Money the End, It's Complete?

22:53 • 6min

8

Do We Need to Destroy Demand?

28:39 • 2min

9

Emerging Market Universe Is No Longer Affective Asset Class

30:32 • 5min

10

Is the Worst Behind Us?

35:38 • 6min

11

The Gold Market Is Up 20% From Where It Bottomed in October

41:23 • 2min

12

How China Is Going to Grow?

43:04 • 5min

13

What's the Probability of Anything Major Happening in 2324?

48:14 • 2min

14

The S&P 500 - What Levels Are You Watching?

50:13 • 3min

15

NASDAQ QQQQ - What Are the Implied Ranges Here?

52:57 • 3min

16

What's Your Take on the VIX?

55:51 • 2min

17

Will We Get a US Dollar Reversal Next Week?

57:30 • 3min

18

Is There a New Bull Trend in Gold?

01:00:49 • 4min

19

Macrovoices Research Roundup

01:04:32 • 3min