57:31

EssentialThe Essential Conversation

The "Everything Bubble": An ECB Insider's View

Featuring Etienne de Marsac

Jan 30, 2020 • 57 minutes

Essential

The Essential Conversation

The "Everything Bubble": An ECB Insider's View

Etienne de Marsac, Head of Absolute Return at Sunny Asset Management, argues why he believes that central banks have created an "everything bubble."

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Featuring Etienne de Marsac

Jan 30, 2020 • 57 minutes

Etienne de Marsac, Head of Absolute Return at Sunny Asset Management, joins Real Vision's Roger Hirst to argue why he believes that central banks have created an "everything bubble." With risks rising in all corners of the market, central banks have made a fragile web that they cannot help but continue spinning. De Marsac provides his insights on what factors could catalyze a market breakdown, how central banks could begin correcting the global imbalances they have created, and what trades he is making in this risk-on environment. Filmed on January 22, 2020, in London.

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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

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