29:47

Pro MacroInsider Talks

Inside the Episode - Insider Talks (Dec 2020)

Featuring Roger Hirst

Dec 14, 2020 • 29 minutes

255

11

Pro Macro

Insider Talks

Inside the Episode - Insider Talks (Dec 2020)

Roger Hirst breaks down the central points of discussion from December's Insider Talks, including reflation, the dollar, & Julian's trade on FTSE 100.

Featuring Roger Hirst

Dec 14, 2020 • 29 minutes

In the latest installment of “Inside the Episode”, Real Vision managing editor Roger Hirst breaks down the most central points of discussion from December’s episode of Insider Talks, including reflation, the dollar, and Julian’s trade on FTSE 100. Roger explores the meaning of reflation as well as its impact on assets ranging from the U.S. dollar to emerging market equities, looking at data such as U.S. bond yields, Japanese stocks, and speculative positioning in copper and the Euro. Roger then analyzes how Julian’s FTSE 100 trade can be best understood through this lens, and he explores the currency dynamics of the FTSE 100 as well as its historical performance relative to the DAX. Lastly, Roger discusses the looming “quadruple witching” on Friday and the consequences of Tesla’s imminent inclusion into the S&P 500. 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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