MacroVoices #177 Peter Warburton: Inflation or Stagflation? And how will it occur?

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 25 July 2019

⏱️ 70 minutes

🔗️ Recording | iTunes | RSS

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Summary

Erik Townsend and Patrick Ceresna welcome Dr. Peter Warburton to MacroVoices. Erik and Dr. Warburton discuss the factors that affect long term outlook for inflation, the history of inflation targeting and inflation controls and Dr. Warburton’s “Blowing Up the Box”

Transcript

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0:00.0	This is Macro Voices with hedge fund manager Eric Townsend.
0:13.1	The free weekly financial podcast targeting professional finance, high net worth individuals,
0:18.9	family offices, and other sophisticated investors.
0:22.6	Macro Voices is all about the brightest minds in the world of finance and macroeconomics
0:27.5	telling it like it is.
0:29.2	Bullish your bearish.
0:30.5	No holds barred.
0:31.9	Now here are your hosts, Eric Townsend and Patrick Sarasna.
0:37.3	Macro Voices episode 177 was recorded on July 25, 2019.
0:42.6	I'm Eric Townsend.
0:44.1	This episode of Macro Voices is brought to you by top traders on Plug.com, the leading
0:48.7	podcast when it comes to systematic trading and investing.
0:52.4	Dr. Peter Warburton joins me as this week's feature interview guest and we'll be discussing
0:56.8	what I think is perhaps the most important issue on the long term macro radar screen.
1:03.1	When will secular inflation return, what will cause it, and what will its effects be?
1:08.5	Be sure to stay tuned for our post game segment after the feature interview when Patrick
1:13.1	and I will address a listener question about the difference between bull and bear steepeners
1:18.6	in the fixed income market as well as more discussion on financial repression and inflation.
1:24.9	I'm Patrick Sarasna, now Eric, let's jump to the S&P 500 because just earlier as the
1:30.7	ECB was announcing we had a break to a little bit of a higher high on an intraday basis.
1:36.3	It looked like the S&P was ready to go and gave it all back.
1:39.9	What's your thinking as we pivot here off 3000?
	...

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