NICHOLAS CORREA: Hello, Real Vision members. Nick Correa here to walk you through this week's schedule. To kick it off, we have Raoul Pal talking to Jens Nordvig, author of the Fall of the Euro: Reinventing the Eurozone and the Future of Global Investing. With two decades of experience as a leading market economist and strategist, Jens founded Exante Data in 2015. Prior to that, he was a managing director at Goldman Sachs and investment associate at Bridgewater Associates and the head of fixed income research and global currency strategy at Nomura Securities.
Raoul and Jens will be exploring the type of dollar cycle markets are currently in, what that means for certain asset classes like gold and more. We also have the next installment of Investment Ideas with Ed Harrison welcoming Dan Suzuki, CIO of Richard Bernstein Advisors. Financial professionals are speculating about when market rotation into value is coming to an end this year. But many also expect value stocks and cyclicals to continue performing for the second quarter.
As yields inch upwards and rates rise, this could prolong the route in high flying growth names, and Dan will lay out his expectations for markets this year against the backdrop of the economic recovery expected post-COVID. Later in the week, Ed Harrison interview Scott Burg, CIO and Portfolio Manager at Deer Park Road, a firm that's among the most seasoned investors in the structural credit space. Scott has over 20 years of experience in portfolio management and structured credit analysis, and he and Ed will be discussing his long-term investment philosophy and views on risk management. Scott will also give his outlook on the current investment environment, so be sure to check this piece out.
And coming soon, another installment of Real Vision's Investor Masterclass Series. This time, featuring Mike Vranos, founder and CEO of Ellington, talking with Raoul Pal. Before founding Ellington, Mike was senior Managing Director of Kidder, Peabody and in charge of residential mortgage backed securities trading. Between 1991 and 1993, Kidder, Peabody's mortgage backed securities department was the foremost leader in collateralized market obligations underwriting. Stay tuned for this amazing conversation with the man Fortune magazine once named as one of the best bond traders on Wall Street.
That's it for now. As always, remember to tune into the Daily Briefing and to keep the conversations going on The Exchange. On Wednesday's Daily Briefing, Jack will be speaking to banking expert Chris Whalen about big banks who will have released their earnings that same day. Keep an eye out for that. Thank you all for watching and I hope you have a great week.