The solution to Covid bears remarkable similarities to Volcker’s solution to inflation – you have to quickly slow the economy down. So, I’ve started to think of Covid as a new form of inflation because the cures to both ailments are so similar.  www.macroESG.com #macroESG

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The solution to Covid bears remarkable similarities to Volcker’s solution to inflation – you have to quickly slow the economy down. So, I’ve started to think of Covid as a new form of inflation because the cures to both ailments are so similar. www.macroESG.com #macroESG --- Send in a voice message: https://anchor.fm/macro-esg/message

How Covid is the Inflation of Globalization

We analyze the risks of markets, politics, and technology for a sustainable future. 

We generate actionable ideas with clear risk reward and position size.

We have a solid track record of forecasting major change, such as Biden’s election and its implications, China’s yuan rally, plus the crude oil and Covid crashes.

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We analyze the risks of markets, politics, and technology for a sustainable future. We generate actionable ideas with clear risk reward and position size. We have a solid track record of forecasting major change, such as Biden’s election and its implications, China’s yuan rally, plus the crude oil and Covid crashes.

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How Covid is the Inflation of Globalization

How Covid is the Inflation of Globalization