MacroVoices #524 Simon White: War + Inflation = More Inflation

MacroVoices #524 Simon White: War + Inflation = More Inflation

From Macro Voices by Hedge Fund Manager Erik Townsend

March 19, 2026 · 1h 55m · Episode 1317

About this episode

Erik Townsend and Patrick Ceresna discuss inflation and its implications with guest Simon White.

MacroVoices Erik Townsend & Patrick Ceresna welcome, Simon White. They discuss the risk-off playbook, food price inflation, the breakdown in private credit, and much more. https://bit.ly/3PukOlC 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/4sQKUO3 ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/4d1fcag 🔴 Subscribe to Patrick’s Youtube Channel: https://www.youtube.com/@Patrick_Ceresna 🔴 Subscribe to Erik's Substack: https://eriktownsend.substack.com/

People in this episode

Host: Erik Townsend

Guest: Simon White

Topics covered

  • war
  • inflation
  • food price inflation
  • private credit

Keywords

  • risk-off playbook
  • economic discussion

Mentioned in this episode

Products: Big Picture Trading Chartbook

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