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Pro MacroInsider Talks

Inside the Episode - Insider Talks (Nov 2020)

Featuring Roger Hirst

Nov 17, 2020 • 33 minutes

161

4

Pro Macro

Insider Talks

Inside the Episode - Insider Talks (Nov 2020)

Roger Hirst breaks down some of the most central points of discussion in the November 2020 episode of Insider Talks.

Featuring Roger Hirst

Nov 17, 2020 • 33 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. 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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