Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to MacroVoices. Erik and Daniel discuss:

  • Market correction or end of the bull market?
  • Fed’s responsiveness to changing monetary policy
  • Where are bond yield’s heading from here?
  • ECB and Europe’s position on Italy
  • Risk of high yield corporate credit in Europe
  • Emerging markets currency crisis
  • China, trade war, and the credit bubble
  • Gold and the Yuan correlation
  • Is the U.S. economy at risk of a recession?
  • End of global synchronized growth
  • Outlook on commodities into 2019



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  • Is the gold breakout for real?
  • Update on Mohammed bin Salman and Saudi Arabia

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Daniel Lacalle is a PhD in Economy and fund manager. He holds the CIIA financial analyst title, with a post graduate degree in IESE and a master’s degree in economic investigation (UCV).

Mr. Lacalle has presented and given keynote speeches at the most prestigious forums globally including the Federal Reserve in Houston, the Heritage Foundation in Washington, London School of EconomicsFunds Society Forum in Miami, World Economic ForumForecast Summit in Peru, Mining Show in Dubai, Our Crowd in Jerusalem, Nordea Investor Summit in Oslo, and many others.

Mr Lacalle has more than 24 years of experience in the energy and finance sectors, including experience in North Africa, Latin America and the Middle East. He is currently a fund manager overseeing equities, bonds and commodities. He was voted Top 3 Generalist and Number 1 Pan-European Buyside Individual in Oil & Gas in Thomson Reuters’ Extel Survey in 2011, the leading survey among companies and financial institutions.

Author of the best-selling books:

  • “Life In The Financial Markets”(Wiley, 2014), translated to Portuguese and Spanish.
  • The Energy World Is Flat”(Wiley, 2014, with Diego Parrilla), translated to Portuguese and Chinese
  • “Escape from the Central Bank Trap”(2017, BEP), translated to Spanish.