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Podcast: The Meb Faber Show - Better Investing
Episode: Whitney Baker on Why "Immaculate Disinflation" is an Illusion | #453
Description: Today’s returning guest is Whitney Baker, founder of Totem Macro and previously worked at shops like Bridgewater and Soros.If you missed her first episode back in January 2022, feel free to pause this & listen to that first – it was one of our most talked about episodes of the year.In today’s episode, Whitney shares where she sees opportunity in at a time when, as she says, “we’re going from “risk-on cubed” to “risk-off cubed”, starting from some of the highest valuations in history.”She touches on why she believes inflation is here to stay, the...