Erik Townsend and Patrick Ceresna welcome Daniel Lacalle to MacroVoices. Erik and Daniel discuss: Continue reading Macro Voices: The bond market gets it. Global Stocks get it. The S&P 500 has been slow to get the memo.
In this interview we discuss the risks of stagnation, what falling bond yields tell us about the state of the global economy and the main risks and opportunities in this environment.
This new episode of In the Arena features a timely and insightful conversation with author, economist and fund manager Daniel Lacalle.
Continue reading “In The Arena”. Podcast: One-On-One with Daniel Lacalle