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Macro Voices

MacroVoices #279 Viktor Shvets: The Inflation-Deflation Pendulum

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.83.4K Ratings

🗓️ 8 July 2021

⏱️ 74 minutes

🧾️ Download transcript

Summary

MacroVoices Erik Townsend and Patrick Ceresna welcome Viktor Shvets to the show to discuss in detail why he disagrees with the view that we're beginning a 1970's scale secular inflation event. Link: https://bit.ly/3wrQOYo

Transcript

Click on a timestamp to play from that location

0:00.0

This is Macro Voices with hedge fund manager Eric Townsend, the free weekly financial

0:14.2

podcast targeting professional finance, high net worth individuals, family offices, and

0:20.0

other sophisticated investors. Macro Voices is all about the brightest minds in the world

0:25.5

of finance and macroeconomics telling it like it is. Bullish your bearish, no holds

0:30.8

barred. Now here are your hosts, Eric Townsend and Patrick Sarresna.

0:38.3

Macro Voices Episode 279 was recorded July 8, 2021. I'm Eric Townsend and this is my new

0:45.1

microphone thanks to our many listeners who alerted us to the problems with the old one.

0:50.6

This episode is brought to you by Abbex Technologies, pioneering the design of smarter markets

0:55.1

that better meet the needs of both market participants and society as a whole. And by

1:00.6

escrow.com, the world's most secure online payment system from a counterparty risk perspective

1:07.4

because the funds sit in escrow. Victor Schwetz joins me as a first time

1:12.5

feature interview guest this week and I think you're really going to love this interview.

1:16.6

Victor is as well respected as they come in the world of macro but he disagrees with

1:21.6

my view that we're beginning a 1970s scale secular inflation event. We'll discuss why

1:27.6

not in full detail. Then be sure to stay tuned for our post game segment after the feature

1:33.0

interview when Patrick's chart deck is titled Talking Charts.

1:37.5

And a quick housekeeping announcement. This episode will air as usual by 8 p.m. Thursday

1:43.0

evening. But a last minute glitch in our bulk email system has our production team scrambling

1:48.0

today and there's a very good chance that this week's research roundup email will be delayed

1:52.2

by several hours or possibly as long as a few days. You can log in to our homepage at

1:58.2

macrovoices.com using the account that you registered with and gain access to all that

2:03.2

research roundup content on the website or you can wait until we get the email out to

...

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