MacroVoices #280 Aaran Param: Inflation, Stocks, Dollar, EM, China, Commodities & more

Macro Voices - A podcast by Hedge Fund Manager Erik Townsend - Thursdays

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MacroVoices Erik Townsend and Patrick Ceresna welcome Aaran Param from Variant Perception to the show to discuss whether inflation is secular or transitory, Stocks, Bond Yields, Commodities, and much more. Link: https://bit.ly/3xKio4I