Naufal Sanaullah is the macro advisor at EIA Alpha Partners.  EIA is a minority-owned firm that has realized very impressive results since inception.  Among its many awards, EIA boasts the following (see https://eiaalphapartners.com/):

 

#1 Net Returns of Top Performing Relative Value Strategies Hedge Funds in 2019

#3 Net Returns of 2017-Inception Hedge Funds in 2019

#4 Net Returns of Top Performing Volatility Trading Hedge Funds in 2019

#5 Net Returns of Top Performing Hedge Funds in 2019 with Less than $100mn in AUM

#8 Net Returns of Top Performing North America-Based Hedge Funds in 2019

#16 Net Returns of Top Performing Hedge Funds in 2019

Naufal is responsible for macro strategy, macro trading, and overall portfolio management at EIA. Prior to EIA, he was involved in portfolio construction and macro strategy at Li Global Investors, a macro hedge fund in New York City. He studied mathematics at University of Michigan and Stony Brook University. His macro research has been highlighted in various media platforms, including Bloomberg, Business Insider, and Financial Times. He enjoys spending his free time producing hip-hop instrumentals and nurturing his puppy Nas.

 

In this episode Naufal joins Bill to discuss Naufal's view on inflation, policy efficacy, and what to watch for going forward.  Bill, historically an Austrian leaning investor, found it interesting to listen to Naufal describe his view of the world, which is far more Keynesian and could be called Modern Monetary Theory driven.  

 

The Business Brew is proud to feature this conversation for many reasons.  One of which is the discussion is counter to the current market narrative/pricing on/of future inflation. If you like to consider both sides of an issue, this is a must listen macro episode.   

 

Also, please consider donating to https://www.publicolor.org/ if Naufal's message resonates with you.