Erik Townsend and Patrick Ceresna welcome Jim Bianco to MacroVoices. Erik and Jim discuss:

  • Is this inflation secular or cyclical?
  • Wage inflation and unemployment rate
  • Correlation between inflation and interest rate
  • Is this beginning of a bond-bear market?
  • Investment strategy in the current bond market landscape
  • Will Jay Powell be re-appointed?
  • Outlook on China
  • Perspectives on DeFi