Raoul Pal updates his market outlook
What do you do with banks that can't be bailed in, can't be bailed out, and are too big to fail? In this exclusive Real Vision update, Raoul Pal describes the ominous outcome for European banks, and updates his views on the dollar, US treasuries, and global currency flows.
Raoul Pal is a Goldman Sachs alum, the writer of elite macroeconomic and investment research service The Global Macro Investor, and the former fund manager of GLG Partners Global Macro Hedge Fund.
To watch more videos from Raoul and gain exclusive insight from the sharpest minds in finance, start your free 7 day trial today with Real Vision TV.
The Importance of the Business Cycle (or why I learned to reject theoretical economics)
Raoul Pal walks us through how to build the business cycle in your investment framework, describing his probabilistic method of combining the secular cycle, the business cycle, and the shorter-term business cycle, including his secret weapon of charts - the ISM. To watch this video, start your 7-day free trial.
The Law of Unintended Consequences 2
Raoul Pal returns with an update to The Law of Unintended Consequences, pointing out indicators of a weakening economy that scream "recession" and outlining the knock-on effects the strong dollar will have on commodities, central bank policy, and oil. To watch this video, start your 7-day free trial.
The Chain: Raoul Pal & Kyle Bass
Raoul Pal, Kyle Bass
In this fascinating conversation with Raoul Pal, Kyle Bass discusses event-driven vs. macro analysis, his approach to risk and portfolio sizing, and his motivational forces - from negative reinforcement, to freediving, to the epiphany moment. To watch this video, start your 7-day free trial.
The Law of Unintended Consequences
Raoul Pal, author of the Global Macro Investor, brings you a critical and eye-opening update on the dollar, the knock-on effect in emerging markets, and the Law of Unintended Consequences. To watch this video, start your 7-day free trial.