Lindsay Politi
Head of Inflation Strategies at One River Asset Management, with experience at Wellington Management and Tudor Investment Corporation.
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May 3, 2024 • 31min
Ep. 214: Lindsay Politi on Higher Inflation Regime, Recession Risks and Debt Dynamics
Lindsay Politi, Head of Inflation Strategies at One River Asset Management, discusses shifts in sentiment towards inflation in Q1, goods vs services inflation, PCE vs CPI measures, and the impact of hiking cycles on the economy. They also delve into recession risks, bond yields, debt dynamics, global economic concerns, and reflections on technology.
