Published on: August 21st, 2017 • Duration: 36 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.
