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#272 - Inflation, War, and the New Market Regime with arcMacro Founder Dylan Smith
On today’s show we welcome special guest, arcMacro’s Founder and Chief Economist, Dylan Smith. Having served as an economist at Goldman Sachs and Rosenberg Research, and later as a private market consultant at McKinsey,...
About This Episode
#272 - Inflation, War, and the New Market Regime with arcMacro Founder Dylan Smith is an episode from Absolute Return Podcast by Accelerate Financial Technologies Inc.. On today’s show we welcome special guest, arcMacro’s Founder and Chief...
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Episode Details
Published Apr 21, 2026, 38:11 long, audio available.
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Questions About This Episode
What is #272 - Inflation, War, and the New Market Regime with arcMacro Founder Dylan Smith about?
On today’s show we welcome special guest, arcMacro’s Founder and Chief Economist, Dylan Smith. Having served as an economist at Goldman Sachs and Rosenberg Research, and later as a private market consultant at McKinsey, Dylan understands exactly how macro forces translate into the long-horizon, illiquid world of private equity and alternatives. On the show, we discuss: The current conflict in Iran and its effect on inflation Persistent government deficit spending and the implications for bond investors What asset class he is worried about Which segment of the market provides the most attractive mispricing And more!
Where can I listen to #272 - Inflation, War, and the New Market Regime with arcMacro Founder Dylan Smith?
You can listen to #272 - Inflation, War, and the New Market Regime with arcMacro Founder Dylan Smith online on Radio and Podcast. Open the player on this page to stream the available audio.
Which podcast is #272 - Inflation, War, and the New Market Regime with arcMacro Founder Dylan Smith from?
#272 - Inflation, War, and the New Market Regime with arcMacro Founder Dylan Smith is an episode from Absolute Return Podcast by Accelerate Financial Technologies Inc..
How long is this episode?
This episode is 38:11 long.
When was this episode published?
This episode was published on Apr 21, 2026.
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Are there related episodes from Absolute Return Podcast?
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Where can I listen to #272 - Inflation, War, and the New Market Regime with arcMacro Founder Dylan Smith?
You can listen to #272 - Inflation, War, and the New Market Regime with arcMacro Founder Dylan Smith on this page when the episode audio is available from the podcast feed.
Which podcast is this episode from?
#272 - Inflation, War, and the New Market Regime with arcMacro Founder Dylan Smith is from Absolute Return Podcast by Accelerate Financial Technologies Inc..
What are the episode details?
Published Apr 21, 2026 and 38:11 long