Inflation Is the Only Escape (Chris Judd)
To understand the commodity moves, you need to understand the macro.
Chris Judd joins us to dive deep into the big picture.
Founder & portfolio manager at Cerutty Macro Fund, Chris' perspective and model for navigating the world helps us break down many of the big themes in markets today.
Chris covers:
- Why the Strait dynamics may reflect US strategic intent - and what naval choke points mean for China’s commodity leverage
- Why the US may only solve its debt via inflation
- Why he sees Australian stagflation, and the impact of higher rates on small-cap stocks
- His highest conviction positions - and the shared hard-asset exposure link
Follow Chris:
LinkedIn: https://au.linkedin.com/in/chris-judd-3897611b3
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TIMESTAMPS
(0:00) Macro Show Kickoff
(1:40) Conference Circuit Chat
(3:30) Geopolitics, Debt, and Inflation
(15:40) Macro to Stock Picks
(35:00) Viridis Valuation Rerate
(37:00) Mining Services Picks: AIH, MLG
(41:30) Macro Hedges and Currency View
(57:50) Rapid Fire Wrap and Signoff
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