When asked what they think of the current macro landscape, few people would reply, to answer that, we have to go back to just after World War II.
But that’s what
, former fund manager and author of the Capital Flows and Asset Markets ‘stack, replied — and it kicked off a deeply fascinating, hour-long conversation that covered everything from the global shift to pro-labor rather than pro-capital, to why bond yields could go to 12%, to how labor will change in the automation era, to where to find opportunity in this volatile environment.Perfect Sunday viewing, a masterclass in variant thinking from Russell, and practically comes with a “this will make you think about the current environment a bit differently” guarantee.
Enjoy — and if you do, please drop us a 💖 or share your thoughts in the comments.
Maggie
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