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By Bilal Hafeez Juliette Declercq 15-05-2020
In: hive-podcasts | Equities

Ep. 9: Juliette Declercq On Why Equities Are Not Overvalued

(1 min read)
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Macro Hive Conversations With Bilal Hafeez
Ep. 9: Juliette Declercq On Why Equities Are Not Overvalued

You can listen to the podcast on Apple or Spotify.

In this episode, I talk markets with Juliette Declercq. She’s a leading macro strategist and runs JDI research. She has close to twenty years market experience, including stints at J.P Morgan, Morgan Stanley and Stone Milliner.

On the podcast, we discuss:

1. Why past recessions are not a guide to the COVID crisis
2. Why P/E ratios are a poor guide to equity valuation
3. Not putting too much weight on weak employment data
4. Why Euro-area break-up trades are not attractive
5. Her view on the dollar and euro
6. The prospects of inflation.

Juliette gives a refreshing and original take on markets, so make sure to listen till the end. You can find her chart reference below and reach her at

Make sure to subscribe to the show on AppleSpotify or wherever you go for your podcasts. You can follow us on Twitter and LinkedIn.


*Referenced to at the 11th minute in the podcast




(The commentary contained in the above article does not constitute an offer or a solicitation, or a recommendation to implement or liquidate an investment or to carry out any other transaction. It should not be used as a basis for any investment decision or other decision. Any investment decision should be based on appropriate professional advice specific to your needs.)