Russell Clark: Brace For Structurally Higher Inflation

Russell Clark: Brace For Structurally Higher Inflation

57 Minuten
Podcast
Podcaster
A unique financial markets podcast hosted by two young European macro stars that not only delivers insightful macro content, but also actionable investment ideas to investors across the world.

Beschreibung

vor 1 Jahr
On today’s episode of “The Macro Trading Floor,” Andreas is joined
by Jack Farley, Host of the "Forward Guidance" Podcast as Alfonso
is away on holiday. They discuss the top stories of the week
including the recent sell-off in commodities, policy errors by the
ECB and a recent interview with Jerome Powell, Andrew Bailey &
Christine Lagarde. Andreas then welcomes Russell Clark, Former
hedge fund manager of Russell Clark Investment Management for a
discussion on the most important factor in markets right now,
inflation. Expecting to see a switch from capital back to labor,
structurally higher bond yields, higher inflation and elevated
commodity prices, just what will this mean for markets? Russell
then shares his actionable trade idea, but to hear that, you'll
have to tune in! -- Follow Russell:
https://twitter.com/rampagingruss Follow Jack Farley:
https://twitter.com/JackFarley96 Follow Andreas:
https://twitter.com/AndreasSteno Follow Blockworks:
https://twitter.com/Blockworks_ Subscribe To The Macro Compass:
https://themacrocompass.substack.com/ Subscribe To Stenos Signals:
https://andreassteno.substack.com/ Get top market insights and the
latest in crypto news. Subscribe to Blockworks Daily Newsletter:
https://blockworks.co/newsletter/ -- Referenced In The Show:
Central bankers warn of end to low inflation era:
https://www.ubs.com/global/en/wealth-management/insights/chief-investment-office/house-view/daily/2022/latest-30062022.html 
Stagflation 2.0 Is Here To Stay | Ronald Stöferle and Mark
Valek: https://open.spotify.com/episode/7wE5m3TAY61LpZNBUc1x2u?si=b79c323837f1431e 
Frances Donald: The Yield Curve Signals A Huge Warning:
https://open.spotify.com/episode/36aWSiLz2tt45URVIOULTd?si=83c74291c04e40d9
-- Timestamps: (00:00) Introduction (01:01) Top Stories Of The Week
(08:09) Falling Commodity Prices (12:14) Feature Interview
With Russell Clark (15:32) A Regime Shift in Inflation (25:13) A
Regime Shift in Currencies (28:25) The U.S Dollar (34:52) Russell's
Actionable Trade Idea (40:57) The BoJ & Yield Curve Control
(44:53) Post Interview: Final Thoughts -- Disclaimer: Nothing
discussed on The Macro Trading Floor should be considered as
investment advice. Please always do your own research & speak
to a financial advisor before thinking about, thinking about
putting your money into these crazy markets.

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