Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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A Meaningful Swoon in Inflation
MP3•Episode home
Manage episode 328367732 series 2408643
Content provided by Brandywine Global Investment Management, LLC, Brandywine Global Investment Management, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brandywine Global Investment Management, LLC, Brandywine Global Investment Management, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
According to Director of Global Macro Research Francis Scotland, it is difficult to imagine the U.S. economy will not experience at least an intense period of softness or weakness, or even a brief recession, over the next several months. As he and Senior Vice President – Investment Specialist Katie Klingensmith discuss in this podcast, the Russia-Ukraine war’s impact on energy prices and growth in Europe, China’s ongoing battle against Covid, and the erosion of real incomes caused by high inflation are conspiring to create a dismal global growth trajectory. Correspondingly, a meaningful swoon in inflation later this year also may be on the table. They discuss how these developments could in turn affect bond investors.
…
continue reading
30 episodes
MP3•Episode home
Manage episode 328367732 series 2408643
Content provided by Brandywine Global Investment Management, LLC, Brandywine Global Investment Management, and LLC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brandywine Global Investment Management, LLC, Brandywine Global Investment Management, and LLC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
According to Director of Global Macro Research Francis Scotland, it is difficult to imagine the U.S. economy will not experience at least an intense period of softness or weakness, or even a brief recession, over the next several months. As he and Senior Vice President – Investment Specialist Katie Klingensmith discuss in this podcast, the Russia-Ukraine war’s impact on energy prices and growth in Europe, China’s ongoing battle against Covid, and the erosion of real incomes caused by high inflation are conspiring to create a dismal global growth trajectory. Correspondingly, a meaningful swoon in inflation later this year also may be on the table. They discuss how these developments could in turn affect bond investors.
…
continue reading
30 episodes
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