29:21

Pro MacroInsider Talks

Inside the Episode - Insider Talks (Jan 2021)

Featuring Roger Hirst

Jan 16, 2021 • 29 minutes

158

6

Pro Macro

Insider Talks

Inside the Episode - Insider Talks (Jan 2021)

Real Vision managing editor Roger Hirst breaks down the most central points of discussion from January's episode of Insider Talks.

Featuring Roger Hirst

Jan 16, 2021 • 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 January’s episode of Insider Talks. He zeroes in on the yield curve by explaining what it is, how it moves, what it’s used for, and how it impacts risk assets. Roger also dives into the reflation trade narrative by considering whether there is global synchronized reflation occurring and whether it is lasting or transitory. As Treasury yields are moving higher, Roger breaks down Raoul’s and Julian’s concerns about the destabilization of high yields could cause in a low growth environment, how market participants may respond to rising yields, and the fragility that is still present in the system. 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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