35:23

EssentialThe Essential Conversation

Dumb Beta and the Passive Explosion

Featuring Vincent Deluard

Aug 21, 2017 • 35 minutes

392

49

Essential

The Essential Conversation

Dumb Beta and the Passive Explosion

Dumb Beta and the Passive Explosion

Featuring Vincent Deluard

Aug 21, 2017 • 35 minutes

Taking on the smart beta crowd, renowned global macro strategist Vincent Deluard, examines the long term impact on markets of years of central bank liquidity and the rise of passive investing. In conversation with Brent Johnson, Vincent spells out his biggest macro call for the next five years, with the closing of the valuation gap between US assets and the rest of the world. Filmed on August 2, 2017, in San Francisco. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

COMMENTS

Sort By
  • Newest First
  • Oldest First
  • Top Rated
  • Most Discussed
  • Most Controversial

Access Essential Content

This content is reserved for the thousands of visionaries supporting the financial revolution. We'd love for you to join us. Interested?

See Our Plans

Already have an account? Log In