“I think we’re going to see a period of one or two years of disinflation,” says Geo Chen, “and it’s going to be steeper and more persistent than people think.” In this episode of 3 Ideas, Chen, who runs his Singapore-based family office Three Quays and is the author of the Fidenza Macro blog, shares actionable trades predicated on the thesis that inflation will trend lower from here. Remember, this is not advice. Rather, this is a launching point for you to do your own due diligence and to make decisions that suit your risk tolerance, your time horizon, and your financial objectives. Recorded on November 23, 2022.