MacroVoices #280 Aaran Param: Inflation, Stocks, Dollar, EM, China, Commodities & more


Manage episode 297577491 series 120079
By Hedge Fund Manager Erik Townsend. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

MacroVoices Erik Townsend and Patrick Ceresna welcome Aaran Param from Variant Perception to the show to discuss whether inflation is secular or transitory, Stocks, Bond Yields, Commodities, and much more.


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