Tectonic Shifts on the Macro Horizon
The Expert View
Featuring Eric Peters
Published on: June 25th, 2018 • Duration: 33 minutes • Asset Class: Equities, Bonds/Rates/Credit • Topic: US Economy, Recession, MacroEric Peters, CEO & CIO of One River Asset Management, joins Real Vision to discuss major changes he sees coming to the global macro landscape. He thinks U.S. equity markets are in the process of topping, and says both inflation and volatility will make a comeback. Peters also analyzes the problems with risk management and portfolio construction, and how they will likely be challenged during the next recession. Filmed on May 29, 2018 in Greenwich, Connecticut.