Bennelong Funds Management

4D inflation podcast (part 1): Paul Volcker, central banks, and the UK


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With inflation still the word on everyone’s lips, 4D Infrastructure’s latest podcast is published in two parts. Part 1 deals with the impact of inflation on the current macro environment, and part 2 looks specifically at the US’s new Inflation Reduction Act.

In this episode, Greg Goodsell (4D’s Global Equity Strategist) speaks with Dave Whitby (Bennelong Account Director) about how most developed economies are dealing with inflation – and how the UK differs.

This episode covers:

  • How recent history helps explain current events 
  • The establishment and role of central banks, and how they're managing inflation now
  • Why recent events in the UK have raised eyebrows 
  • Where to from here, both in the UK and the rest of the developed world

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The content contained in this audio represents the opinions of the speakers. The speakers may hold either long or short positions in securities of various companies discussed in the audio. This commentary in no way constitutes a solicitation of business or investment advice. It is intended solely as an avenue for the speakers to express their personal views on investing and for the entertainment of the listener.

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Bennelong Funds ManagementBy Bennelong Funds Management