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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(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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