Wall St For Main Street Podcast – My Interview with Jason Burack
Jason Burack of Wall St for Main St interviewed first time guest, Macro Advisor at LaDuc Trading https://laductrading.com/author/craig…, Craig Shapiro. Follow Craig on Twitter/X here: / ces921
Craig’s newsletter is available here: https://roundtable.io/crypto/thealeth…
Craig has been a professional trader for over 20 years including working as a hedge fund manager at well respected hedge funds in the past.
During this 50+ minute interview, Craig talks about how the Fed is now trapped with no good options left because of record DC spending and also how inflation is coming in hotter than anticipated in the real economy.
Craig expects a very long term bear market in all government bonds as central banks focus on letting inflation run hot and global yield curve control or financial repression to deal with record government debt levels.
If deflation happens, it will be quick and painful and then it will give the Fed another excuse to restart QE.
To wrap up the interview, Craig talks about the asset rotation that current and former hedge fund managers Stanley Druckenmiller and David Einhorn have been doing lately for inflation hedges and adding more commodities exposure.
