Arun Motianey
Arun Motianey
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ABOUT
Arun Motianey was Managing Director and Head of Macro Research & Strategy at Citi Global Wealth Management till March 2009. He then worked for a little over a year with Nouriel Roubini.
He is now a full time author but trades actively for his own account. He studied mathematics and economics at Cambridge University.
He is now a full time author but trades actively for his own account. He studied mathematics and economics at Cambridge University.
SNAPSHOT
- Description: Independent trader. Trading frequency: Daily
- Interests: Bonds, Commodities, Forex, Gold, Stocks - long, Stocks - short
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Book
SuperCycles This is not the usual book on crisis economics. It is in fact an antidote to the neo-Schumpeterian and arch-deflationist thinking that dominates the prescriptions of those who tell us how we finally get out of this slump, i.e., debt restructuring followed by still more structural reform, their code word for ...More
austerity. This, the book argues, is sheer folly.
There is a deep cycle at work in the world economy and the process by which we move towards deflation and then get out of it is deterministic. A period of inflation will surely follow this long period of disinflation that brought us to the brink of deflation. Floating exchange will then be replaced with fixed rates and the compression in the exchange value of goods against money (in its broad sense) will reverse.
Latest comments on Arun's Articles
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