Interview recorded - 19th of April, 2023

On todays episode of the WTFinance podcast I had the pleasure to welcome back Alex Gurevich, 

During our conversation we spoke about the inflation tied is going back out due to recessionary trends, how this could lead to a deflationary annihilation, how this could benefit bonds and other global trends Alex is currently watching. I hope you enjoy!

0:00 - Introduction
0:40 - Current macroeconomic trends Alex is paying attention to?
2:15 - What caused the inflation and why is it decreasing?
4:35 - Why will commercial real estate be annihilated?
6:10 - Could things get worse in the economy later this year?
8:25 - Will the FED have higher policy for longer?
12:05 - How will markets react to FED policy?
14:45 - Data points to watch for recession warning?
18:05 - What would a massive deflation mean for markets & earnings?
19:45 - Any assets that Alex is watching for recession?
22:25 - What bonds is Alex watching?
24:30 - Any other key drivers Alex is watching?
26:25 - What is happening in Japan?
30:00 - One message to take away from conversation?
31:00 - New normal or back to pre-covid?

Alex Gurevich is the Founder and CIO of HonTe Advisors, LLC. More recently, Alex has transformed his very successful family office into a global macro strategy suitable for institutional investors. He is the author of the Wall Street Journal bestselling book The Trades of March 2020 and The Next Perfect Trade which articulate his rigorous trade selection and investment process. Alex was born and raised in St. Petersburg, Russia, and earned his PhD in mathematics from the University of Chicago.

Alex Gurevich - 

Twitter -  https://twitter.com/agurevich23
LinkedIn - https://www.linkedin.com/in/alex-gurevich-23a358105
Website - https://honteinv.com/

WTFinance -

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