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...