Get Ready for the Return of Secular Stagnation ( w/ Daniel Lacalle & Ed Harrison )

Get Ready for the Return of Secular Stagnation ( w/ Daniel Lacalle & Ed Harrison )

The Interview: Narratives around the reflation trade and asset prices are currently pointing towards a full recovery and a period of extended growth as the world exits lockdowns. In this interview with Real Vision managing editor Ed Harrison, Daniel Lacalle, chief economist and CIO at Tressis, argues that this is being fueled by nothing more than hope and that, although this is a recovery, the world will return to the same state of secular stagnation and low growth that existed pre-COVID. Lacalle explains why fiscal and monetary policies, which have not generated inflation, will only make this situation worse, why he thinks there is only a few months left in the reflation trade, and the resulting asset allocation based on his outlook. They also discuss current pockets of value and the sectors that Lacalle considers to be value traps like energy and financials as well as Lacalle’s outlook for the dollar. Recorded on March 10, 2021. Key Learnings: Sectors like energy and financials, which have been benefiting from reflation narratives and trade at low multiples, should not be considered "value". Current negative views on the US and the dollar remind Lacalle of the GFC, but the reality is that the US and the dollar are still the cleanest dirty shirt. For our Listeners : Join Arca's 4th annual FO256 conference virtually, Tuesday May 25th by registering at www.ar.ca/21FO256. Blinkist: Go to blinkist.com/realvision, try it for seven days and save twenty five percent off your new subscription. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Episoder(2097)

Markets Crash: Gold’s Worst Day Since 1983, BTC Dives, Fed Jitters Hit Equities

Markets Crash: Gold’s Worst Day Since 1983, BTC Dives, Fed Jitters Hit Equities

Welcome back to the markets after a brutal weekend. Gold just had its worst day since 1983, crashing 9%, while silver fell a staggering 27%—the largest drop ever recorded. Add to that steep decline...

2 Feb 7min

Oil, Metals, and More Geopolitical Risk | Macro Mondays: Feb. 2, 2026

Oil, Metals, and More Geopolitical Risk | Macro Mondays: Feb. 2, 2026

Andreas Steno and Mikkel Rosenvold of Steno Research break down the mounting U.S.–Iran tensions, the implications for oil, the U.S.–China decoupling, strategic mineral stockpiles, and supply-chain wea...

2 Feb 33min

Markets Rattle as Warsh Named Fed Chair & BTC Hits $81K

Markets Rattle as Warsh Named Fed Chair & BTC Hits $81K

Markets were hit with a surge of volatility after President Trump confirmed Kevin Warsh as his nominee for Fed Chair, raising fresh uncertainty around U.S. monetary policy. The VIX jumped as much as 1...

30 Jan 8min

Fed Holds Steady, Big Tech Earnings Diverge, and Commodities Surge: PALvatar Market Recap, January 29 2025

Fed Holds Steady, Big Tech Earnings Diverge, and Commodities Surge: PALvatar Market Recap, January 29 2025

🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41fVHWF . ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powe...

29 Jan 6min

Trading the Markets: January 28, 2026 | Kris Bullock and Nico Brugge

Trading the Markets: January 28, 2026 | Kris Bullock and Nico Brugge

🔥 Get FREE ACCESS to Real Vision: https://rvtv.io/4lRykex Real Vision's Kris Bullock and Nico Brugge are back to break down the charts and highlight their favorite RV trade ideas before taking que...

28 Jan 33min

Mag7 Earnings, AI Stock Surge, Gold at Record Highs, and Crypto Momentum: PALvatar Market Recap, January 28 2026

Mag7 Earnings, AI Stock Surge, Gold at Record Highs, and Crypto Momentum: PALvatar Market Recap, January 28 2026

🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41fVHWF . ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powe...

28 Jan 7min

Global Stocks at Record Highs, Fed Meeting Ahead, and Commodities Outperform Crypto: PALvatar Market Recap, January 27 2026

Global Stocks at Record Highs, Fed Meeting Ahead, and Commodities Outperform Crypto: PALvatar Market Recap, January 27 2026

🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41fVHWF . ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powe...

27 Jan 5min

Yen Surges, Gold Hits $5K, and Markets Brace for the Fed: PALvatar, Monday January 26, 2026

Yen Surges, Gold Hits $5K, and Markets Brace for the Fed: PALvatar, Monday January 26, 2026

🔥 Get FREE ACCESS to Real Vision https://rvtv.io/41fVHWF . Currency Moves, Gold Breakouts & Fed Watch Crypto Gathering 2026 is in the rearview—what a wild ride. As the community heads home (throug...

27 Jan 4min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
lydartikler-fra-aftenposten
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
pengesnakk
livet-pa-veien-med-jan-erik-larssen
utbytte
rss-politisk-preik
pengepodden-2
finansredaksjonen
morgenkaffen-med-finansavisen
tid-er-penger-en-podcast-med-peter-warren
stormkast-med-valebrokk-stordalen
rss-markedspuls-2
lederpodden
rss-pa-konto
liberal-halvtime
rss-sunn-okonomi