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EssentialThe Essential Conversation

The Growth Cycle Isn't Over Yet

Featuring Teddy Vallee and Christian Alexander

Oct 15, 2021 • 35 minutes

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Essential

The Essential Conversation

The Growth Cycle Isn't Over Yet

Many investors are bracing for a slowdown in growth that'll drag down the reflation trade; Teddy Vallee argues the growth cycle is far from over.

Featuring Teddy Vallee and Christian Alexander

Oct 15, 2021 • 35 minutes

While many investors are bracing for a slowdown in growth that will drag down the reflation trade, Teddy Vallee, CIO and founder of Pervalle Global, couldn't disagree more. Swimming against the tide, he argues that the growth cycle is far from over, and he tells Marco Link's Christian Alexander how his fund’s unique macro proprietary indicators and models are showing a remarkably strong signal that bond yields will mount higher and that 2021 could end in tears for the deflationists. With his keen eye for market mispricing, Vallee explores key indicators that show why the market isn’t appreciating strong U.S. economic growth and outlines his alternative data findings on inflation and global consumer demand. They also discuss why Bitcoin is an inflation hedge and store of value. Filmed on September 29, 2021. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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