In today’s episode, the dynamic duo Alfonso Peccatiello, aka MacroAlf and Andreas Steno Larsen, join us to discuss all things Macro...from Central Banks and the reasons for the rising inflation, populism and how monetary policy has created inequality. We also get around demographics and how the shrinking labour force poses a threat to the economy, ESG and the impact it has on inflation, how a generational shift in politics can cause a taxation of the boomers, the 4th Turning and key mistakes to avoid as an investor and much more.
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00:00 - Intro
03:15 - Setting the stage for our conversation
07:26 - Current Macro outlook…and how its evolved in recent months
13:47 - Populism & potential for Deflation
28:51 - Demographics & Labour force
53:05 - Central Bank policies
01:03:58 - Key mistakes to avoid
01:10:09 - Wrapping up