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Podcast: Inflection Point
Episode: Food Inflation is Starting to Bite with Russell Clark
Description: In this episode of On The Margin Mike Ippolito is joined by returning guest & former Hedge Fund Manager Russell Clark of Russell Clark Investment Management. After spending over a decade as an Investment Manager, Russell joins On The Margin to discuss the period of change we find ourselves in. From trends in inflation to the evolution of market structure & reliance on clearing houses, Russell provides a big picture macro framework for thinking about markets, & the world more broadly.Russell shares his thoughts on the connection between real wages & food prices, what conflict in Ukraine...