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Episode 6: Chris Marsh, Exante Data
Manage episode 394046994 series 3547264
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Guest: Chris Marsh, Exante Data
Twitter: @generaltheorist @exantedata
Host: Amelia Bourdeau
Twitter: @ameliabourdeau @diamondstandard
Chris Marsh holds a PhD in international macroeconomics and has worked at the International Monetary Fund and in finance for 15 years.
An expert on IMF financial programming, Chris started The General Theorist blog in 2017 which focuses on the intersection between money and the balance of payments. His interests are global macro-financial linkages, central bank balance sheets, debt sustainability and emerging markets.
Recording date: July 21, 2023
Podcast Markers
- 1:13 - What has driven inflation: the pandemic, other shocks and increases in household wealth
- 5:52 - US June CPI
- 10:13 - UK inflation
- 15:25 - Eurozone inflation
- 20:00 - Transitory inflation discussion
- 26:11 - Importance of expectations
- 29:57 - Drivers of inflation in the future - 5 to 10 years out
- 36:36 - Demographic shift
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