Viktor Shvets
Macro strategist
aka Victor Schwitz, Victor Schwetz
“we're living in a disinflationary world. I think Kevin Warshaw and I think Scott Besant are absolutely correct that disinflation is a dominant longer term trend.”
“the backdrop is disinflationary, but we're creating spikes. ... Covid, ... Russia Ukraine war, Iran war, ... chaotic trade or immigration policies.”
“gold remains the ultimate safety assets in a case of an absolute destruction ... Not bitcoin or digital assets.”
“Effectively US Supreme Court emasculated pretty much all federal institutions, but they did make an exception for the Federal Reserve.”
“the way I look at Kevin, he is not an inflationary hawk or a dog. He is really a politician.”
“I compared Iran war to Vietnam in a sense. Number one, there was no clear objectives. Number two, there was no clear way of getting out of this. Number three, there is no definition of victory.”
Viktor Shvets
One-line summary: Macro strategist; disinflation-backdrop + policy-spike framework; gold as reset insurance not war hedge.
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Said
Speaker-attributed claims extracted from diarized sources. Each bullet mirrors one entry in quotes: frontmatter — keep them in sync.
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On disinflation-backdrop-to-policy-spike-whiplash:
"we're living in a disinflationary world. I think Kevin Warshaw and I think Scott Besant are absolutely correct that disinflation is a dominant longer term trend." — 2026-08-15-macro-voices-macrovoices-544-viktor-shvets-how-markets (2026-08-06)
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On disinflation-backdrop-to-policy-spike-whiplash:
"the backdrop is disinflationary, but we're creating spikes. ... Covid, ... Russia Ukraine war, Iran war, ... chaotic trade or immigration policies." — 2026-08-15-macro-voices-macrovoices-544-viktor-shvets-how-markets (2026-08-06)
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On disinflation-backdrop-to-policy-spike-whiplash:
"gold remains the ultimate safety assets in a case of an absolute destruction ... Not bitcoin or digital assets." — 2026-08-15-macro-voices-macrovoices-544-viktor-shvets-how-markets (2026-08-06)
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On fed-as-last-independent-institution:
"Effectively US Supreme Court emasculated pretty much all federal institutions, but they did make an exception for the Federal Reserve." — 2026-08-15-macro-voices-macrovoices-544-viktor-shvets-how-markets (2026-08-06)
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On fed-as-last-independent-institution:
"the way I look at Kevin, he is not an inflationary hawk or a dog. He is really a politician." — 2026-08-15-macro-voices-macrovoices-544-viktor-shvets-how-markets (2026-08-06)
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"I compared Iran war to Vietnam in a sense. Number one, there was no clear objectives. Number two, there was no clear way of getting out of this. Number three, there is no definition of victory." — 2026-08-15-macro-voices-macrovoices-544-viktor-shvets-how-markets (2026-08-06)
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