MacroVoices #263 Juliette Declercq: Why Equities Stand On Much Stronger Ground Than Consensus Seem To Believe
Macro Voices - Podcast autorstwa Hedge Fund Manager Erik Townsend - Czwartki
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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
