All-Stars #96 Juliette Declercq: How to trade the COVID19 Crisis

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 9 March 2020

⏱️ 30 minutes

🔗️ Recording | iTunes | RSS

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Summary

All-star Juliette Declercq is back for an update on the COVID19 Crisis and how to trade it. Bonus: Subscriber report download Link: http://bit.ly/2VWZI1B

Transcript

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0:00.0	This is a special edition of Macrovoises with hedge fund manager Eric Townsend.
0:14.2	The premier financial podcast targeting professional finance, high net worth individuals, family
0:19.8	offices, and other sophisticated investors.
0:23.0	Now for this special edition of Macrovoises, here's hedge fund manager Eric Townsend.
0:30.0	Macrovoises All Stars Episode 96 was recorded on March 9, 2020.
0:35.4	I'm Eric Townsend.
0:37.1	This episode of Macrovoises All Stars is brought to you by top traders on plug.com, the leading
0:42.8	podcast when it comes to quant and rules based investing.
0:46.7	I'll tell you how to claim a free copy of their new guide to the best investing books
0:51.8	ever written at the end of this episode.
0:55.0	Joining us once again is JDI Research Founder Juliet DeClerk.
0:59.4	Juliet, you have had some exceptional calls this year, notably on global fixed income
1:04.8	and on the US dollar.
1:07.0	But at least initially you were reluctant to turn to alarmist on the COVID-19 coronavirus
1:13.6	situation despite my several emails encouraging you to be alarmed.
1:18.5	So I think it would be interesting for our listeners to understand your thought process,
1:22.6	given that you were initially inclined to kind of fade that risk off move, but I know
1:27.6	that in a recent letter to your subscribers you've kind of changed that story completely.
1:32.1	So what's going on?
1:33.2	How do we get here?
1:34.2	What do you see on the horizon?
1:36.2	Eric, this is a great question and actually the perfect place to start the interview.
	...

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