Step into the fascinating realm of finance and investing with Niels Kaastrup-Larsen and an amazing line-up of co-hosts as your guide. Each week, we engage in captivating conversations with renowned investors, esteemed economists, skilled traders, and visionary thought leaders. Discover the wisdom de… read more
Today, Alan Dunne joins us to discuss the ongoing instability in the markets and rising inflation, and why we, as investors, should keep an open mind for what is to come. We address the pros and cons of replication strategies, the performance of the past months and why we are beginning to see a shift in the markets. We review some recent articles, including an interview with Edward Chancellor, who is current with a new book, The Price of Time. Topics we cover include the impact of low interest rates, how we are in a war economy and how we are seeing a shift in the aggregate supply curve, expectations and predictions for inflation in the coming time and much more.
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Episode TimeStamps:
00:00 - Intro
02:02 - What happened this week?
14:20 - Trend Following update of the week
16:55 - Replicating vs. hiring managers
22:30 - Reflecting on the past months market reversals
40:36 - Why is Trend Following performing well at the moment?
48:06 - Discussing Edward Chancellor’s interview
53:06 - Zoltan Pozsar’s article on war and interest rates
58:56 - Bridgewater article on inflation and conversation with Bilal Hafeez
01:06:45 - Thanks for listening
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