53:19

Pro MacroInsider Talks

A Traditional Hedge Breaks Down

Featuring Roger Hirst

May 24, 2022 • 53 minutes

72

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Pro Macro

Insider Talks

A Traditional Hedge Breaks Down

Bonds have been selling off in unison with equities. What's driving this phenomenon?

Featuring Roger Hirst

May 24, 2022 • 53 minutes

Stock prices and bond prices have been falling at the same time. Could this be due to a reversal in the rules-based flows that supported so many risk assets from 2015 to 2022? Inflation is the key to understanding what’s happening. And the uncertainty that comes with the effort to control it means the cross-asset unwinding is unlikely to end soon. Want to check out the charts? Click here... https://rvtv.io/3sVBx38 Show More

Real Vision co-founder and CEO Raoul Pal walks viewers through his latest research alongside MI2's Julian Brigden. Insider Talks provides viewers exclusive access to analysis, flash updates, and the live program of Macro Insiders, a proprietary research service by Global Macro Investor founder Raoul Pal. Raoul and Julian use macroeconomic analysis to provide clients specific trade recommendations across all asset classes. Available to all Real Vision Pro Macro members and above.

More Episodes

Real Vision co-founder and CEO Raoul Pal walks viewers through his latest research alongside MI2's Julian Brigden. Insider Talks provides viewers exclusive access to analysis, flash updates, and the live program of Macro Insiders, a proprietary research service by Global Macro Investor founder Raoul Pal. Raoul and Julian use macroeconomic analysis to provide clients specific trade recommendations across all asset classes. Available to all Real Vision Pro Macro members and above.

More Episodes

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