MacroVoices Erik Townsend & Patrick Ceresna welcome back, Viktor Shvets. They discuss a wide range of topics, including global central bank policies and their potential politicization, the risks of a recession, the lack of significant repercussions from the yen carry trade unwind, as well as various aspects of politics and geopolitics. Additionally, they delve into commodities and, naturally, the U.S. stock market. https://bit.ly/3X438xm

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MacroVoices #443 Viktor Shvets: From Central Banks To Assets Classes To Geopolitics & More 01:06:54 Share

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MacroVoices #443 Viktor Shvets: From Central Banks To Assets Classes To Geopolitics & More