About this episode

Marvin Barth joins Niels Kaastrup-Larsen and Cem Karsan to discuss the implications of debt, inflation, and the pressures on the US economy.

Marvin Barth joins Niels Kaastrup-Larsen and Cem Karsan for a wide-ranging debate about the Fed, inflation and the growing pressures on the US economy. Barth argues that central bankers have become too confident in models that cannot fully capture reality, while the conversation quickly turns to Kevin Warsh, Scott Bessent and the power of signaling in financial markets. From there, Cem and Marvin "clash" over austerity, debt monetization, populism and inequality before examining why inflation expectations may matter more than individual shocks. We round this super energetic conversation by exploring the coming historic El Niño, commodity disruptions and what Warsh’s recent dovish turn could reveal about the future of Fed policy. ----- 50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE ----- Follow Niels on Twitter , LinkedIn , YouTube or via the TTU website . IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written  here . And you can get a free copy of my latest book “ Ten Reasons to Add Trend Following to Your Portfolio ” here . Learn more about the…

People in this episode

Hosts: Niels Kaastrup-Larsen, Cem Karsan

Guest: Marvin Barth

Topics covered

• debt
• inflation
• US economy
• central banking
• financial markets
• austerity
• commodity disruptions

Keywords

• debt monetization
• populism
• inequality
• inflation expectations
• El Niño
• Fed policy

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