Odd Lots

Viktor Shvets on Why We Might Be Heading for a Deflationary Bust

Mar 28, 2022

Viktor Shvets, Head of Global and Asia-Pacific Strategy at Macquarie Capital, dives deep into the complexities of global economics. He challenges the common perception that we're on a 1970s inflation track, suggesting a reevaluation could point to a potential deflationary bust. Shvets emphasizes the risks of central banks raising rates too rapidly, which could push economies into recession. He also highlights the intricate relationship between monetary policy, wealth distribution, and navigating the shifting geopolitical investment landscape.

54:53

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Viktor Shvets

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Episode notes

Intro

3min

Navigating Economic Uncertainties

14min

Navigating Uncertainty in Monetary Policy and Trading Landscapes

2min

Economic Dynamics and Wealth Disparity

19min

The Diminishing Boundary Between State and Private Enterprises

4min

Navigating Geopolitical Investment Challenges

18min

Exploring the Importance of Therapy for Everyone

2min

In times of uncertainty, people often reach for historical analogies. In recent weeks and months, as inflation has continued to climb and commodity prices spike, there's been a lot of talk of a return to the 1970s. But is that the right parallel? On this episode of Odd Lots, Tracy Alloway and Joe Weisenthal speak to Macquarie Capital Strategist Viktor Shvets about why we should instead be looking at a different historical era. He argues that central banks are at risk of raising rates too quickly and flipping the world into recession.

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