Foresight from Present Insight
Featuring Daniel Want
Published on: April 4th, 2017 • Duration: 73 minutes • Asset Class: Bonds/Rates/Credit, Equities, Currencies • Topic: Financial System, Macro, Structural flowsDaniel Want, CIO of Prerequisite Capital Management, is a master of interpreting liquidity trends and his last presentation on the shortage of global collateral in the economy blew Real Vision viewers away. Daniel contends that the popular reflationary narrative is transitory and the falling trends in productivity, liquidity and velocity provide greater insights into the contracting global system, incapable of creating net high quality assets. Filmed on March 21, 2017 in Sydney.