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Podcast: Inflection Point
Episode: Dario Perkins: The New Macro Supercycle
Description: On today's episode of "On the Margin", Dario Perkins MD of global macro at TS Lombard joins the show for a discussion on the new macro supercycle.As de-globilization increasingly becomes one of the key forces driving markets, Dario walks through one of his recent pieces titled "The Nightmare Scenario For Central Banks". Drawing historical comparisons between today's economy with both the 1940's & 1970's, Dario describes the setup we now have for a new macro regime, and how central banks are viewing this current environment. This episode is full o...