MacroVoices #280 Aaran Param: Inflation, Stocks, Dollar, EM, China, Commodities & more
Macro Voices - Un podcast de Hedge Fund Manager Erik Townsend - Les jeudis
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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. Link: https://bit.ly/3xKio4I