MacroVoices #237 Juliette Declercq: U.S. Election Outlook, U.S. Dollar, Real Yields and more

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.8 • 3.4K Ratings

🗓️ 17 September 2020

⏱️ 71 minutes

🔗️ Recording | iTunes | RSS

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Summary

MacroVoices Erik Townsend and Patrick Ceresna welcome Juliette Declercq to the show to discuss the potential outcomes of the U.S. Presidential election and their impact on markets, inflation, the US Dollar, and much more. Link: https://bit.ly/3mvrQU9

Transcript

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0:00.0	This is Macro Voices with hedge fund manager Eric Townsend, the free weekly financial
0:14.2	podcast targeting professional finance, high net worth individuals, family offices, and
0:20.0	other sophisticated investors. Macro Voices is all about the brightest minds in the world
0:25.5	of finance and macroeconomics telling it like it is. Bullish or bearish, no holds barred.
0:31.9	Now here are your hosts, Eric Townsend and Patrick Sarrezna.
0:38.3	Macro Voices episode 237 was recorded on September 17th, 2020. I'm Eric Townsend. This episode
0:45.9	is brought to you by top traders on plug.com, a podcast dedicated to quant and rules based
0:51.7	investing, helping investors overcome behavioral biases, and by farmtogether.com, bringing
0:58.8	farmland a new trillion dollar investment opportunity within reach of all accredited investors.
1:06.0	JDI research founder Juliet DeClerk is back as this week's feature interview guest will discuss
1:11.3	the potential outcomes of the US presidential election and their impact on markets, inflation,
1:17.3	the US dollar, and much more. Then be sure to stay tuned for our post game segment after the
1:23.0	feature interview. Patrick's chart book this week is titled, Is That The Best The Bulls Can Do?
1:29.2	And we'll revisit those 50 day moving averages that we talked about last week and see how a number
1:35.3	of different stocks and other markets are performing compared to the levels that we discussed
1:41.4	in last week's post game. And a quick housekeeping note, Macro Voices will be released on Wednesday,
1:48.1	the 23rd of September next week, instead of our usual Thursday schedule in order to accommodate
1:54.2	travel schedules. And I'm Patrick Sarrezna. Now, Eric, that S&P 500 was quite oversold last week when
2:00.7	we were talking and it did a must-repobounce. And yet here we are back to levels where we were
2:06.4	trading last week. What's your take on the S&P 500 here? Well, clearly that relief rally,
2:12.1	or maybe you just want to call it a dead cat bounce failed today. And it really remains to be seen
2:17.7	as to whether we get to a new lower low, which would be the next technical signal. I still think
	...

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