Charles Gave: Our Industry is NOT prepared for secular inflation!

via MacroVoices.com

Erik Townsend and Patrick Ceresna welcome Charles Gave to MacroVoices. Erik and Charles discuss:

  • The corporate yield curve and what it is telling us about the equity market
  • The Hong Kong dollar peg
  • China’s debt and related risks
  • The risk parity trade with bonds and stocks selling off simultaneously
  • “The Upcoming Monetary War, With Gold as An Arbiter”
  • Gold bullish vs bearish
  • The return of secular inflation
  • What happened in the 70’s with inflation?
  • Preparing for the return of secular inflation