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MacroVoices #263 Juliette Declercq: Why Equities Stand On Much Stronger Ground Than Consensus Seem To Believe
Manage episode 287762187 series 120079
Content provided by Hedge Fund Manager Erik Townsend. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hedge Fund Manager Erik Townsend or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show to discuss everything from secular inflation to how far the long end of the treasury curve can go to why Juliette thinks the stock market stands on firmer ground than some skeptics are suggesting.
Link: https://bit.ly/3tw53uj
701 episodes
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Manage episode 287762187 series 120079
Content provided by Hedge Fund Manager Erik Townsend. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hedge Fund Manager Erik Townsend or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show to discuss everything from secular inflation to how far the long end of the treasury curve can go to why Juliette thinks the stock market stands on firmer ground than some skeptics are suggesting.
Link: https://bit.ly/3tw53uj
701 episodes
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Similar to Macro Voices
How will countries around the world cope with persistent inflation and high borrowing costs? Are central bankers helping to abate the cost-of-living crisis or are they moving us all closer to recession? On Stephanomics, a podcast hosted by Bloomberg Economics head Stephanie Flanders—the former BBC economics editor and chief market strategist for Europe at JPMorgan Asset Management—we combine reports from Bloomberg journalists around the world and conversations with internationally respected ...
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…
continue reading
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…
continue reading
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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