This week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking with Blu Putnam, chief economist at CME Group.
Among the topics covered:
Making sense of the continued decline in long-term yields even as inflation surges

Why we’ve probably already seen the peak in economic growth for this recovery cycle

A defense of the Fed’s “transitory” inflation argument

Alternative data sources like international travel numbers, sports attendance, and restaurant seating might give the first clue about how the Delta variant affects the growth outlook

Why modern banking means the link between the money supply and inflation has been irrevocably broken, and ...

Why 70s-style wage-push inflation isn’t an issue in today’s digital economy

Links of interest:
What does the bond market know as 10-year yield tumbles
10-year Treasury yield drops below 1.2% for first time since February

Listen to or subscribe to Alpha Trader on these podcast platforms:

Apple Podcasts

Spotify

Google Play

Stitcher


Learn more about your ad choices. Visit megaphone.fm/adchoices