MacroVoices #263 Juliette Declercq: Why Equities Stand On Much Stronger Ground Than Consensus Seem To Believe
Macro Voices
Hedge Fund Manager Erik Townsend
4.8 • 3.4K Ratings
🗓️ 18 March 2021
⏱️ 69 minutes
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Summary
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 your bearish, no holds |
| 0:30.9 | barred. Now here are your hosts, Eric Townsend and Patrick Sarresna. |
| 0:38.3 | Macro Voices Episode 263 was recorded on March 18, 2021. I'm Eric Townsend. This episode |
| 0:46.1 | is brought to you by ABEC's technologies, pioneering the design of smarter markets that |
| 0:50.9 | better meet the needs of both market participants and society as a whole. And by SS&C is, delivering |
| 0:58.2 | cutting-edge, cloud, mobile, and on-premise solutions to optimize operational and investment |
| 1:04.5 | alpha across the entire investment process. |
| 1:08.0 | JDI Research Founder Juliet DeClerk returns as this week's feature interview guest, |
| 1:12.7 | we'll discuss everything from secular inflation to how far the long end of the treasury curve |
| 1:17.8 | can go. To why Juliet thinks the stock market stands on firmer ground than some skeptics |
| 1:23.8 | are suggesting. Then be sure to stay tuned for our post-game segment when Patrick's |
| 1:28.5 | chart deck will be titled Is Volatility Set to Return. |
| 1:33.5 | Next week, my feature interview guest will be billionaire Canadian financier, Robert |
| 1:38.1 | Friedland. That interview is based on my two-part interview with Robert on the subject of what |
| 1:44.9 | it's really going to take to green the economy. The two-part series is already live. Right |
| 1:50.7 | now at SmarterMarketsPod.com, so in the macro voices interview next week, Robert and |
| 1:56.6 | I will discuss how to invest in the green revolution. The point is, next week's macro voices |
| 2:02.7 | feature interview will assume you already listened to the prerequisite two-part series. So |
| 2:08.8 | please do that between now and next Thursday, so you're ready for next week's feature interview. |
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