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Pro MacroInsider Talks

How Should You Think About Interest Rates and Inflation?

Featuring Roger Hirst

Jan 18, 2022 • 44 minutes

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Pro Macro

Insider Talks

How Should You Think About Interest Rates and Inflation?

Roger Hirst breaks down the January 2022 Insider Talks and why your framework is what matters most right now.

Featuring Roger Hirst

Jan 18, 2022 • 44 minutes

The most important thing for any investor is their “framework.” Everyone has a different time horizon, different risk tolerance, different goals. Understanding these issues is critical to understanding how you’ll invest in a rising rate, rising inflation environment. Roger Hirst takes a look inside the latest Insider Talks episode, breaking down the conversation among Raoul Pal, Julian Brigden, and Harry Melandri about the interplay between the Federal Reserve and the European Central Bank and the potential outcomes for the U.S. dollar, bond yields, and equity markets. “Investor, know thyself” comes before context. But each is important. And Hirst covers it all. 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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