
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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