Summary: <p>MacroVoices Erik Townsend and Patrick Ceresna welcome Variant Perception's Tian Yang to the show to talk about why his team sees inflation on the horizon and they think a new secular bull market in commodities is on deck.</p> <p>Link: <a href="https://bit.ly/37TkIfG">https://bit.ly/37TkIfG</a></p>