Odd Lots

Viktor Shvets Declares Victory for Team Transitory and the Soft Landing


Listen Later

It was looking bad there for awhile for Team Transitory. Anyone who had previously even uttered the word "transitory" in regards to inflation was regretting having used it. But lately the term is creeping back in, particularly as inflation decelerates while the unemployment rate remains low. So was the transitory perspective right all along? And is the fabled "soft landing" actually here? Macquarie Capital strategist Viktor Shvets believes it is. On this episode, the return Odd Lots guest gives his view of the economy and why he never gave up on his transitory stance. He talks about why inflation is falling and how many sources of anxiety — from geopolitical risk to deglobalization — won't materialize in the manner that many people are expecting.

See omnystudio.com/listener for privacy information.

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

Odd LotsBy Bloomberg

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

1,727 ratings


More shows like Odd Lots

View all
Bloomberg Intelligence by Bloomberg

Bloomberg Intelligence

405 Listeners

Bloomberg Surveillance by Bloomberg

Bloomberg Surveillance

1,166 Listeners

Masters in Business by Bloomberg

Masters in Business

2,173 Listeners

Bloomberg Businessweek by Bloomberg

Bloomberg Businessweek

418 Listeners

Trumponomics by Bloomberg

Trumponomics

353 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,359 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

944 Listeners

Foundering by Bloomberg

Foundering

968 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

796 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,030 Listeners

Trillions by Bloomberg

Trillions

192 Listeners

Eye On The Market by Michael Cembalest

Eye On The Market

290 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,113 Listeners

Out of Office by Bloomberg

Out of Office

30 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

450 Listeners

Listen to the Story by Bloomberg

Listen to the Story

4 Listeners

The Big Take by Bloomberg

The Big Take

155 Listeners

Into the Metaverse by Bloomberg Intelligence

Into the Metaverse

58 Listeners

Forward Guidance by Blockworks

Forward Guidance

272 Listeners

Bedrock, USA by iHeartPodcasts and Bloomberg CityLab

Bedrock, USA

233 Listeners

Zero: The Climate Race by Bloomberg

Zero: The Climate Race

228 Listeners

Bloomberg Tech by Bloomberg

Bloomberg Tech

62 Listeners

Bloomberg News Now by Bloomberg

Bloomberg News Now

71 Listeners

The Deal with Alex Rodriguez and Jason Kelly by Bloomberg

The Deal with Alex Rodriguez and Jason Kelly

85 Listeners

Money Stuff: The Podcast by Bloomberg

Money Stuff: The Podcast

394 Listeners

Bloomberg Talks by Bloomberg

Bloomberg Talks

17 Listeners

In the City by Bloomberg

In the City

12 Listeners

Bloomberg Opinion by Bloomberg

Bloomberg Opinion

8 Listeners

The Cable by Bloomberg News

The Cable

2 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

157 Listeners

IVF Disrupted: The Kindbody Story by Bloomberg and  iHeartPodcasts

IVF Disrupted: The Kindbody Story

72 Listeners