Erik Townsend and Patrick Ceresna welcome Aaran Param to MacroVoices. Erik and Aaran discuss:
- Inflation – secular or transitory?
- Where to invest in equity market
- What’s next for the dollar
- How to play EM vs DM
- Perspectives on China
- Bond market outlook
- Commodity super cycle
- Oil, gold & precious metals
Download the podcast transcript: [Click Here]
We strongly recommend that you download the chart book that accompanies this episode, as Erik and Patrick will refer to it throughout the postgame segment. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).
Click here to register or login for access to supporting materials.
Aaran is an investment strategist at Variant Perception, helping clients use data and leading indicators to make strategic asset allocation decisions and flag asymmetric trade ideas. Aaran was previously a Portfolio Manager at Tilney Asset Management, managing £200m across global multi-asset portfolios. Aaran is a CFA charterholder and read economics at University of Cambridge, Trinity College.
