Money and Finance
FT Alphaville’s Christmas podcast: Dylan Grice
Found via The Big Picture.
David Keohane and Izabella Kaminska are joined for FT Alphaville’s Christmas podcast by Dylan Grice, until recently part of Société Générale’s global strategy team, to discuss the economy in 2013, robots, patents, inflation and, perhaps most importantly, the difference between a Star Trek and a Star Wars economy.
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Albert edwards and dylan grice: Bearish forecasts from two top strategists
Found via ValueWalk. It’s been nearly 18 years since Albert Edwards forecast an “ice age” in which bonds would outperform equities. He’s been right until just recently, when cumulative returns on the two classes converged. But Edwards insists...
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Dylan Grice Leaving Socgen
SORRY to see that Dylan Grice is deserting his strategist post at Societe Generale, where the team never fails to keep readers entertained. He is off to join an investment management firm as did his predecessor, James Montier, who is now at GMO. His final...
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Socgen's Dylan Grice Thinks These 5 Books Are Must Reads
We're hugefans of Societe Generale's Dylan Grice. So when we got a hold of his"rainy day reading" list we just had to share it with you.
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Is China's Housing Bubble About To Burst?
In China, house prices in most cities have fallen as government policies aimed at cooling the property market start to take effect, prompting fears from some economists that the house price bubble is bursting. Martin Patience reports from Beijing where...
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Dylan Grice Slams Richard Koo's Ideas Of Balance Sheet Recessions, Liquidity Traps, And Debt Deflations
Societe Generale analyst Dylan Grice has attacked the idea of the balance sheet recession, pioneered by Richard Koo, suggesting that it's a sham. Grice notes that the balance sheet recession episode that Japan has encountered is only one blip in history,...
Money and Finance