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Pro MacroInsider Talks

Inside the Episode - Insider Talks (April 2021)

Featuring Roger Hirst

Apr 12, 2021 • 41 minutes

96

4

Pro Macro

Insider Talks

Inside the Episode - Insider Talks (April 2021)

In this installment of "Inside the Episode," Roger Hirst breaks down the most central points of discussion from April's episode of Insider Talks.

Featuring Roger Hirst

Apr 12, 2021 • 41 minutes

Real Vision managing editor Roger Hirst breaks down the most central points of discussion from April’s episode of Insider Talks, which were how the macro environment has become more lethargic recently and Raoul and Julian’s disagreement about how long-lasting inflation will become. Roger points out how Archegos Capital Management recently blowing up had little effect on markets—when an event like that in other circumstances may be more impactful—and he considers how Archegos is another example of how a seemingly isolated event may be driven by underlying market forces. He also tackles the nuances surrounding the inflation debate by parsing out inflation expectations, nominal yields, and real yields. He explores the progression of the global growth story through examining China’s role, EM currency weakness compared to the dollar, and where some of the biggest action in bond markets is originating from. Finally, Roger lays out how all of these elements connect together and what it means for markets going forward. 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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