The Growth Cycle Isn’t Over Yet

Published on
October 15th, 2021
Duration
36 minutes

Beyond Evergrande: Can China Shoulder Its Massive Debt Burden?


The Growth Cycle Isn’t Over Yet

The Interview ·
Featuring Teddy Vallee and Christian Alexander

Published on: October 15th, 2021 • Duration: 36 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.