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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 MoreThe 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 EpisodesThe 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.
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