Published on: May 12th, 2022 • Duration: 17 minutes
Raoul is here with a flash update to share his most recent thoughts on tumultuous macro conditions. Raoul recaps his thinking and outlines how he sees current circumstances playing out, with a particular focus on eurodollars, bond yields, cryptocurrencies, and the price of oil. He also offers his take on central banks’ efforts to fight inflation. Recorded on May 12, 2022.