Resolve Riffs Investment Podcast

ReSolve Riffs with Bill Fleckenstein – Do All Roads Lead to Inflation? This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day. With governments pressing on with huge fiscal and


Listen Later

This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day.

With governments pressing on with huge fiscal and monetary expansion, fears of inflation have once again resurfaced. The spectacular rise in the price of grains and other raw materials, some by as much as 30% last year, have added fuel to these concerns. To discuss this inflationary macro backdrop we welcomed Bill Fleckenstein (President of Fleckenstein Capital & co-host of the End Game podcast series) to the show. A former dedicated short seller, this episode was particularly timely in the wake of the historic short squeezes that took place this week and the ripple effects across markets. Our conversation included:

  • Running a short equity fund, adapting to shifting circumstances and ultimately returning capital to shareholders
  • The role of short selling in markets and the disruptions caused by Fed policies
  • r/WallStreetBets, GameStop et al – a brief anatomy of a surreal week
  • Deflation and Japanification – why the Fed is cornered
  • Why inflation is the most important variable to watch for in the coming months
  • MMT, taxation and breaking the social contract

Bill also expressed his views on how portfolios should prepare for what he believes is an inevitable outcome, but also entertained scenarios that might cause him to change his thesis. In the end, “in a social democracy with fiat currency, all roads lead to inflation”.

Thank you for watching and listening. See you next week.

...more
View all episodesView all episodes
Download on the App Store

Resolve Riffs Investment PodcastBy ReSolve Asset Management

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

44 ratings


More shows like Resolve Riffs Investment Podcast

View all
Top Traders Unplugged by Niels Kaastrup-Larsen

Top Traders Unplugged

582 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,064 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

927 Listeners

Hidden Forces by Demetri Kofinas

Hidden Forces

1,440 Listeners

Hedgeye Podcasts by Hedgeye Risk Management

Hedgeye Podcasts

198 Listeners

Flirting with Models by Corey Hoffstein

Flirting with Models

227 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

362 Listeners

The Acquirers Podcast by Tobias Carlisle

The Acquirers Podcast

302 Listeners

Excess Returns by Excess Returns

Excess Returns

66 Listeners

Macro Hive Conversations With Bilal Hafeez by Bilal Hafeez

Macro Hive Conversations With Bilal Hafeez

97 Listeners

Forward Guidance by Blockworks

Forward Guidance

273 Listeners

The Julia La Roche Show by Julia La Roche

The Julia La Roche Show

57 Listeners

Lead-Lag Live by Michael A. Gayed, CFA

Lead-Lag Live

88 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

383 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

91 Listeners