The Disinflationary Trend Is Over | Whitney Baker

On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Whitney Baker CEO of Totem Macro to the show.


With a background at some of the largest funds in the world, including Bridgewater, Whitney provides an expert view into the secular shift happening in markets today. Arguing that liquidity & globalization were two of the most important trends of the past 20 years, what will a secular reversal in both mean for markets going forward? To find out & hear Whitneys actionable trade idea, you'll just have to tune in!

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This episode is sponsored by Saxo Bank. Saxo Bank offers unparalleled market coverage across fiat, crypto and metals. Moreover, they provide free currency subaccounts and competitive interest rates on deposits in local currencies. Learn more at: https://www.home.saxo/products/forex?cmpid=affi_cm_28261487_342027945_0

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DAS

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Referenced In The Show: 


Minutes of the Federal Open Market Committee, July 26-27, 2022: https://www.federalreserve.gov/newsevents/pressreleases/monetary20220817a.htm


Recognizing China: https://www.foreignaffairs.com/articles/asia/1971-10-01/recognizing-china 


The Taiwan Question and China's Reunification in the New Era: https://english.news.cn/20220810/df9d3b8702154b34bbf1d451b99bf64a/c.html 


What China's Taiwan white paper is saying: https://asiatimes.com/2022/08/what-chinas-taiwan-white-paper-is-saying/

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Timestamps:


(00:00) Introduction 

(00:24) FOMC Minutes

(06:09) Inflation In Europe & The U.K

(10:00) Feature Interview With Whitney Baker

(14:38) A Reverse In Liquidity & Globalization

(21:39) Equity & Energy Markets

(28:12) Whitney's Actionable Trade Idea

(41:55) Post Interview: Final Thoughts

(44:50) The End Of Globalization?

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Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.

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