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Pro MacroInsider Talks

Choose Your Side in the Inflation-Recession Divide (Inside the Episode)

Featuring Roger Hirst

Jul 21, 2022 • 48 minutes

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Pro Macro

Insider Talks

Choose Your Side in the Inflation-Recession Divide (Inside the Episode)

How far against the market is the Federal Reserve willing to go?

Featuring Roger Hirst

Jul 21, 2022 • 48 minutes

The Federal Reserve is determined to control inflation. But the market is pricing in a recession. During the next 12 months, we’re likely to whipsaw from significant rate hikes to exigent rate cuts. Will the Fed reverse course before equities slide to the next level of support? And how do investors account for central bankers’ “sticktoitiveness”? The battle lines are drawn, with the U.S. dollar at the epicenter of what’s now a global struggle. 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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