You cannot keep a good thing to yourself and this from a veteran with 40 years in the game and well I was just
halfway through it and could not wait so listen to this Podcast right away if you are looking for deep insights on all of
the below from real experience and the best in global research

https://www.macrovoices.com/400-charles-gave-our-industry-is-not-prepared-for-secular-inflation

Erik Townsend and Patrick Ceresna welcome Charles Gave to MacroVoices. Erik and Charles discuss:

• The corporate yield curve and what it is telling us about the equity market
• The Hong Kong dollar peg
• China’s debt and related risks
• The risk parity trade with bonds and stocks selling off simultaneously
• “The Upcoming Monetary War, With Gold as An Arbiter”
• Gold bullish vs bearish
• The return of secular inflation
• What happened in the 70’s with inflation?
• Preparing for the return of secular inflation