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