ReSolve Riffs on Macro Trends and Strategies with Juliette Declercq

This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global*. “The global macro game is far from boring!” Juliette Declercq, Founder & Global Macro Strategist at JDI Research, is not one to mince words, neither on her monthly reports, or on the rare occasions she grants an interview. We had the privilege of hosting her this week for some deeply insightful macro riffing that included: Her bullish case for global equities, particularly European companies Why Big Tech shouldn’t be considered a growth (or long-duration) asset Financial repression as the most urgent macro challenge of our times Inflation, yield curve (no control) and the USD Fiscal policy as the avenue for increased money velocity Crypto Asset – disintermediation, securitization and network effects Banking vs DeFi – the hybrid way forward (and the importance of customer service) Exponential possibilities within the Ethereum ecosystem We also explored Juliette’s investment framework, which takes on a trader’s vantage point – looking no further than the next 12-18 months – and seeks to maximize returns from her best ideas by “allowing winners to run”.  It was an extremely engaging conversation, drawing many questions from the audience. Thank you for watching and listening. See you next week.  

Om Podcasten

Welcome to Gestalt University, hosted by the team at ReSolve Asset Management, where evidence inspires confidence. This podcast will dig deep to uncover investment truths and life hacks you won't find in the mainstream media, covering topics that appeal to left-brained robots, right-brain poets and everyone in between. In this show, we interview deep thinkers in the world of quantitative finance such as Larry Swedroe, Meb Faber and many more, all with the goal of helping you reach excellence. Welcome to the journey.