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Daniel Lacalle – The bond market gets it. Global Stocks get it. The S&P 500 has been slow to get the memo

Daniel Lacalle 0

Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to MacroVoices. Erik and Daniel discuss:

  • Is Trump starting a currency war with China?
  • What are the risks of competitive devaluation
  • Is the bond market signaling a bear market?
  • Global demand for dollars driving monetary policy
  • What risks and repercussions MMT poses on the economy
  • Outlook on yields and US treasury market
  • Negative yielding European junk bonds
  • Outlook on gold and its new correlation to the dollar
  • Outlook on emerging markets


Daniel Lacalle is a PhD in Economy and fund manager. He is also the Chief Economist at Tressis. He holds the CIIA financial analyst title, with a post graduate degree in IESE and a master’s degree in economic investigation (UCV).

Mr. Lacalle has presented and given keynote speeches at the most prestigious forums globally including the Federal Reserve in Houston, the Heritage Foundation in Washington, London School of EconomicsFunds Society Forum in Miami, World Economic ForumForecast Summit in Peru, Mining Show in Dubai, Our Crowd in Jerusalem, Nordea Investor Summit in Oslo, and many others.

Mr Lacalle has more than 24 years of experience in the energy and finance sectors, including experience in North Africa, Latin America and the Middle East. He is currently a fund manager overseeing equities, bonds and commodities. He was voted Top 3 Generalist and Number 1 Pan-European Buyside Individual in Oil & Gas in Thomson Reuters’ Extel Survey in 2011, the leading survey among companies and financial institutions.


Duur: 1:21:48

Publicatie 15 augustus

 

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