This guy is a macro whiz who has been on Real Vision a few times before.
Check out this great YouTube video where he is talking about reflation and equities.
(10) TSS S10 E2: Gerard Minack Sees a Future of Reflation & Lagging U.S. Equities - YouTube
@Christopher Moir special mention to you as there is a bit of chat around the bund yield rates as well, perhaps prompting another of your updates ;)
Let's get this guy back on Real Vision soon!
Hope you enjoy...
