Jeroen Blokland focused heavily on Dutch Box 3 proposals, arguing that a 36% tax on nominal returns and wealth-accrual taxation are seriously flawed, while cautioning that taxation does not determine whether investing or particular assets are worthwhile 1312. He also discussed debt sustainability, France’s fiscal position, the changing role of bonds, and the case for scarce assets such as gold and bitcoin 15910. In addition, he promoted his two multi-asset funds and explained their focus on equities, physical gold and bitcoin rather than traditional bond-and-cash portfolios 36.
From the window to Oct 10, 05:30 ET — this window's take is still to be written.
On the record
last 90 days · 50 positionsLatest positions
- JBjeroen bloklandHigh risk on schuldenberg Sees the debt mountain and its interest burden as a growing, unresolved risk that the 'sneak route' does not escape. “Maar met 'sluipweggetje' kom je niet weg.” Open the post "In ontwikkelde landen slokken rentebetalingen i… · 15 Oct
- JBjeroen bloklandStrongly bearish on French government bonds Expects French government bond spreads to widen further as markets test the ECB's willingness to intervene. “I expect bond markets to keep testing the ECB's willingness to intervene by pushing French spreads even wider.” Open the post The bar is high! Former ECB President Mario Dra… · 15 Oct
- JBjeroen bloklandSharply worsening on France Expects France's prospects to worsen, calling it the euro zone's weakest link. “France has become the euro zone's weakest link.” Open the post The bar is high! Former ECB President Mario Dra… · 15 Oct
- JBjeroen bloklandBearish on bond markets Expects bond markets to keep testing the ECB by pushing French spreads wider. “I expect bond markets to keep testing the ECB's willingness to intervene by pushing French spreads even wider.” Open the post The bar is high! Former ECB President Mario Dra… · 15 Oct
- JBjeroen bloklandSharply worsening on France Expects France to be Europe's weakest link, with its economy and prospects worsening. “Why France is Europe's weakest link” Open the post Yes, another great podcast! 🎙️ This time, I ha… · 14 Oct
- JBjeroen bloklandSharply worsening on Europe Expects Europe to keep losing its economic edge, with its prospects worsening. “Why Europe is losing its economic edge” Open the post Yes, another great podcast! 🎙️ This time, I ha… · 14 Oct
- JBjeroen bloklandFor on European Central Bank Expects the ECB will have no choice but to step in again with support. “Why the ECB may have no choice but to step in again” Open the post Yes, another great podcast! 🎙️ This time, I ha… · 14 Oct
- JBjeroen bloklandVery high risk on France Says the bond market shows France is already in crisis, with the risk premium on French assets being reset. “The bond market is telling you that France is already in crisis” Open the post The spread on 10-year French government bonds ha… · 12 Oct
- JBjeroen bloklandStrongly bearish on euro Expects the euro to weaken, seeing it as the weak link among major fiat currencies. “The euro is increasingly looking like the weak link among major fiat currencies.” Open the post The spread on 10-year French government bonds ha… · 12 Oct
- JBjeroen bloklandBearish on Transmission Protection Instrument (TPI) Does not expect the ECB to deploy the TPI yet, as the spread is not disorderly enough and France's finances are far from sustainable. “I don't think we're quite there yet” Open the post The spread on 10-year French government bonds ha… · 12 Oct
- JBjeroen bloklandBullish on 10-year French government bonds Expects the spread on 10-year French government bonds to keep widening, having hit a new high of 142bp over Bunds. “The spread on 10-year French government bonds has just reached a new high.” Open the post The spread on 10-year French government bonds ha… · 12 Oct
- JBjeroen bloklandSharply falling on potential GDP growth Expects China's potential GDP growth to fall sharply as the population ages. “China is aging rapidly, which means its potential GDP growth is falling sharply.” Open the post In case you still believe China is an economic g… · 12 Oct
Their output
12 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
Nobody in this window.
What they talk about
- Bitcoin 5 items
- France 4 items
- European Central Bank 4 items
- gold 3 items
- Blokland Smart Multi-Asset Fund 3 items
- GDP 3 items
- European debt crisis 2 items
- US 2 items
See what your own voices say about jeroen blokland, every morning.
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