What will the economy really look like when things normalize? Lots of people are, of course, anticipating a sustained rise in inflation, even beyond this burst in prices right now. Our guest this week is skeptical. We speak about the new landscape with Viktor Shvets, a Managing Director at Macquarie, on why he doesn't see the disinflationary trends changing anytime soon. He also argues that the next crisis could originate in the mania for cryptocurrencies.

Why Cerebras CEO Andrew Feldman Built The World's Largest Computer Chip
51:53

Deutsche Bank's Ozan Tarman and Aditya Singhal on Understanding the Macro Risks
28:54

Why the Price of Oil, Beef, Electricity, and Everything Else Makes No Sense
30:49