October 16, 2024 – In today's interview, Laurent Lequeu, founder of The Macro Butler newsletter on Substack, discusses his reflationary view on inflation and the global economy. He explains that while we have recently seen a disinflationary trend from base effects in place through this year, this is now over and with more stimulus coming from around the world and lower interest rates from almost all central banks, we are set for reflation. Additionally, Lequeu discusses the relationship between wars and debt levels and the potential for gold to outperform stocks and bonds in times of war and inflation. He also shares his perspective on the weaponization of the US dollar and how other countries are responding to it. Overall, this podcast provides valuable insights into the current state of the global economy and the potential for inflation and gold, which just reached a new record high on the day this podcast was recorded.
Substack newsletter: The Macro Butler | Substack
Discussed on today's show:
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