This is a special edition of Macrovoises with hedge fund manager Eric Townsend.

The premier financial podcast targeting professional finance, high net worth individuals, family

offices, and other sophisticated investors.

Now for this special edition of Macrovoises, here's hedge fund manager Eric Townsend.

Macrovoises All Stars Episode 107 was recorded on June 1st, 2020.

I'm Eric Townsend.

This episode of Macrovoises All Stars is brought to you by top traders on plug.com,

the leading podcast when it comes to quant and rules based investing.

I'll tell you how to claim a free copy of their new guide to the best investing books ever written

at the end of this episode.

Joining me today is Alhambra Investments Chief Investment Officer Jeffrey Snyder.

Jeff prepared a slide deck as usual for today's podcast.

You can find the download link in the description of this podcast on our homepage at macrovoises.com.

Jeff, when we last got together at the end of April, you talked about the inflation prospects

for the Fed's money printing.

Now here we are on the first day of June and you're back to talk about

the inflation prospects of the Fed's money printing.

So did you have a memory relapse?

Have the facts changed and that's changed your opinion?

What's going on here? Why the repeat?

Well, you know, we may be stomping over much of the same ground,

but there's been several key developments that I think demand everyone's attention.

...