MacroVoices Erik Townsend and Patrick Ceresna welcome JDI Research founder Juliette Declercq to the show. They discuss the whole macro picture and then translate those ideas to actionable market strategies.   Link: https://bit.ly/3kDuN6t

Macro Voices

MacroVoices #290 Juliette Declercq: Are Cyclical Indices Positioned To Outperform?

Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC

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Macro Voices