Published on: November 17th, 2020 • Duration: 34 minutes
In this next installment of “Inside the Episode”, Real Vision’s managing editor, Roger Hirst, breaks down some of the most central points of discussion in the November 2020 episode of Insider Talks. With fiscal policy stepping into the game with a much more powerful swing this year, Roger explains where Raoul and Julian agree and where their views diverge. Because those differences in views are ultimately expressed in their investments, Roger connects their underlying reasoning to Raoul’s recommendations in the bond market and in the eurodollar market and to Julian’s confidence in reflation swiftly coming. Roger also weaves their thoughts together by explaining yield curve control’s as well as quantitative easing’s effects on bonds and the dollar and why, if true reflation emerges, commodities, precious metals, emerging markets, and Japan are increasingly attractive.