Erik Townsend and Patrick Ceresna welcome Dylan Grice to MacroVoices. Erik and Dylan discuss:
- Inflation vs. Deflation
- US 10yr Yield outlook
- Reasons why there is potential for a big rally in crude oil
- Perspectives on oil and transitioning into EV
- Portfolio composition to play inflation
- Asymmetric trade opportunities
- ECB and the Fed – where are they headed?
- Risks of central banks intertwining with politics
Download the podcast transcript: [Click Here]
We strongly recommend that you download the chart book that accompanies this episode, as Erik and Patrick will refer to it throughout the postgame 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).
Prior to founding Calderwood Capital Research, Dylan was the Head of Liquid investments at Calibrium AG, a prominent private investment office based in Zurich, Switzerland. There, he was responsible for the management of the firm’s liquid portfolio, the research underpinning that portfolio, and the various teams involved in the effort.
Prior to joining Calibrium AG in 2014, Dylan was a part of the consistently top-ranked Global Strategy team at Société Générale, and was individually ranked first in the Extel Survey of institutional investor opinion in 2011 and 2012.
Dylan started his career at Dresdner Kleinwort Wasserstein as an international economist and later prop trader. He is a graduate of Strathclyde University and the London School of Economics.