Video content of Daniel Lacalle | TalkMarkets
PhD Economist, Fund Manager
Daniel Lacalle is a PhD in Economy and fund manager. He holds the CIIA financial analyst title, with a post graduate degree in IESE and a master’s degree in economic investigation (UCV).

Videos

Latest Posts
33 to 48 of 57 Posts
Large Stimulus Packages Do Not Solve A Supply Shock
In this interview I comment on the risks of expecting the large stimulus packages of governments and central banks to boost growth in a supply shock added to a forced shutdown.
Is Now The Time To Buy Gold?
In this interview, Daniel Lacalle explains why the fundamentals for gold are stronger each day, and why silver and palladium should not be ignored in the current crisis.
Helicopter Money Will Fail
A discussion about the concept of helicopter money, the mistake of using the Hong Kong example and why it is likely to be implemented… and fail.
Why We Should Worry About Stagflation
Central banks have tried to create inflation at any cost under the misguided view that this will boost growth and help reduce the debt burden.
Coronavirus: Is This The Black Swan Many Feared?
The slump in energy commodities and copper shows the fragility of the global economy and the risks to the consensus’ reflation trade.
Stabilization Is Not A Change Of Trend
A discussion on dollar strength, the rise of the price of gold and expectation about inflation.
Discussing The Global Economy And Trade Deal
A discussion about phase one of the trade deal with China, the stabilization of the EU and the UK economy after Brexit.
Debt Is Not A Reserve Asset
Upside-down economics’ defenders say that deficits create savings.
Outlook For 2020: Growth Or Recession?
The economic developments of 2019 and the outlook for 2020.
Fiscal Expansion, The Solution To Weak Growth?
We read everywhere that monetary policy has run its course and that now is the time to implement fiscal expansion. However, what does this mean and will it work?
Latin America’s Debt Maturity Wall
We explain the risks to Latin American currencies in countries facing a shortage of reserves in the middle of an important wall of US dollar-denominated maturities.
Is The Reflation Trade Back?
A discussion about the latest outlook pieces published by investment bank strategists and the risks to some of the calls.
Will China Disrupt The Monetary System With A Cryptocurrency?
A state-owned cryptocurrency is, in itself, a contradiction in terms. The main reason why citizens want to use cryptocurrencies or gold is precisely to avoid the government or central bank monopoly of money.
There Is No Savings Glut. At All
World debt at $250 trillion is 3x global GDP – an all-time record. If we included unfunded liabilities and derivatives, total debts and liabilities amount to over 25x global GDP.
India’s Growth Slows Down: Is The Economy In A Deeper Crisis Than We Think?
India’s economy had an annual growth of 5.0 percent in the April-June quarter, the slowest in more than six years dragged down by weak consumer demand and private investments.
The Bond Market Gets It. Global Stocks Get It. The SP 500 Has Been Slow To Get The Memo
Is Trump starting a currency war with China and the bond market signaling a bear market?
33 to 48 of 57 Posts