Preview Mode Links will not work in preview mode

Resolve's Gestalt University

May 17, 2021

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.