Description

The most dangerous words in finance are, "this time it's different". This week, Gavin talks about why this time it's actually different and how the role of inflation and the fed hiking cycle could potentially impact risk assets.

Gavin's Twitter follow this week: @LynAldenContact

New episodes released every Sunday.

This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit bfaglobalinvestors.substack.com