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Pro MacroInsider Talks

Copper as a Megatrend and The Raging Inflation Debate (Inside The Episode)

Featuring Roger Hirst

May 17, 2021 • 43 minutes

238

6

Pro Macro

Insider Talks

Copper as a Megatrend and The Raging Inflation Debate (Inside The Episode)

Real Vision managing editor Roger Hirst breaks down the most central points of discussion from May's episode of Insider Talks.

Featuring Roger Hirst

May 17, 2021 • 43 minutes

Real Vision managing editor Roger Hirst breaks down the most central points of discussion from May’s episode of Insider Talks. Roger paints a picture of how U.S. labor markets are faring, explaining the elements at play, and he provides his perspective on the raging inflation debate. He also goes in-depth on the copper trade, exploring the likelihood of it becoming a megatrend, as well as what’s occurring in gold alongside the current behavior of bond yields. Finally, he analyzes some of the changing dynamics of equity markets such as some retail froth being taken out and the continual rollover of the “darling stocks” and discusses how to play it. 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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