Punk Macro Inflation

Send us a text Former macro hedge fund manager, Hugh Hendry, again invites his former investment colleague, Tom Roderick, to review the global macro landscape. This week they argue over inflation. Hugh is sceptical, Tom less so. The gonzo investor rails against the media’s shock and outrage on witnessing higher prices. “We closed the world for more than a year and then jolted it back to life with the greatest ever cash incentive to buy...why are we surprised that some prices have surge...