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

  • Is Trump starting a currency war with China?
  • What are the risks of competitive devaluation
  • Is the bond market signaling a bear market?
  • Global demand for dollardriving monetary policy
  • What risks and repercussions MMT poses on the economy
  • Outlook on yields and US treasury market
  • Negative yielding European junk bonds
  • Outlook on gold and its new correlation to the dollar
  • Outlook on emerging markets

We strongly recommend that you download the chart book that accompanies this episode's postgame segment, as Erik and Patrick will refer to it throughout the segment. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

Click here to register for access to supporting materials.


Get embed code for this episode. | For other embed code options click here. | Download the audio MP3 File (65.54 MB) . | Download the podcast transcript:   pdf Here (160 KB)

 

Daniel Lacalle is a PhD in Economy and fund manager. He is also the Chief Economist at Tressis. 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: