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Pro MacroInsider Talks

Exploring Raoul's and Julian's Differing Takes on Future Growth (Inside the Episode)

Featuring Roger Hirst

August 20 at 5:00AM • 47 minutes

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Pro Macro

Insider Talks

Exploring Raoul's and Julian's Differing Takes on Future Growth (Inside the Episode)

Alongside inflation, prospects about growth are also being hotly debated in markets now. Roger Hirst breaks down Raoul's & Julian's contrasting views.

Featuring Roger Hirst

August 20 at 5:00AM • 47 minutes

Aside from considering whether inflation will be transitory or persistent, prospects about future growth are also being hotly debated in markets now, and Raoul and Julian are on opposite sides of that camp. With Raoul believing there will be a slow down by the end of the year and Julian believing there will be strength, their perspectives may seem to be fundamentally different, but on what aspects do they agree? Real Vision managing editor Roger Hirst digs into the weeds to explain how Raoul and Julian are coming to their conclusions about growth by considering the state of the labor market, equities, commodities, the dollar, bonds, and global financial conditions. 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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