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Pro MacroInsider Talks

Inside the Episode - Insider Talks (Oct 2020)

Featuring Roger Hirst

Oct 17, 2020 • 31 minutes

244

16

Pro Macro

Insider Talks

Inside the Episode - Insider Talks (Oct 2020)

Roger Hirst breaks down the recent Insider Talks episode (Oct 2020) and goes deeper on some of the topics discussed by Raoul and Julian.

Featuring Roger Hirst

Oct 17, 2020 • 31 minutes

In the pilot episode of this new series, managing editor, Roger Hirst, dissects the October 2020 episode of Insider Talks to flesh out some of the nuances of what Raoul and Julian covered in their usual fast pace. In particular, Roger focuses on the mechanics and messaging behind QE as well as its effect on stock markets and the yield curve. Also in this episode, Roger goes deeper into real yields and their relationship to the price of gold; portfolio vs speculative flows; crash patterns; why regional banks are potentially a better short exposure than junk bonds; and lastly, how at the end of all this, digital currencies could be the path forward that would give central banks the flexibility they need. This is required viewing for this weekend. Filmed on October 13, 2020. 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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