Insider Talks – February 2021 (LIVE)

Published on
February 4th, 2021
Duration
70 minutes


Insider Talks – February 2021 (LIVE)

Insider Talks ·
Featuring Raoul Pal and Julian Brigden

Published on: February 4th, 2021 • Duration: 70 minutes

In this month’s Insider Talk, Raoul and Julian will be going live at 2:45 PM EDT on February 5th to discuss their recent thoughts and answer questions from all of our Real Vision members.

Comments

Transcript

  • AP
    Aneil P.
    13 February 2021 @ 05:23
    but Fed will print infinite money sell VIX and buy equities so stonks always goes up! It's pointless to be Hodling cash.
  • SM
    Sean M.
    11 February 2021 @ 01:25
    Is Roger doing an "Inside the Episode"?
  • RS
    Rodrigo S.
    8 February 2021 @ 22:02
    Excellent oil thesis!
  • WM
    Will M.
    8 February 2021 @ 17:48
    Julian on the difference between the stock market and main street...."its a parallel universe mate, its a parallel universe!" Great discussion per usual. What worries me is that in another significant market correction everything will go down hard, at least initially.
  • LO
    Leonard O.
    8 February 2021 @ 04:01
    captions / subtitles / transcript please
  • RK
    Roger K.
    7 February 2021 @ 11:15
    Can you please, please let Julian explain his thesis ??? Thank you!
    • GG
      Gary G.
      7 February 2021 @ 18:44
      I LOVE Raoul, but I also noticed that he often did not let Julian finish his thesis, and wanted to hear the conclusion..... I doubt that RP even realized it.......
  • MB
    Markus B.
    7 February 2021 @ 16:04
    Julian, Raoul, great discussion as always. You give the bond yields the potential to reset: assuming they do, do you still expect the Fed to step in and execute Yield Curve Control? Would appreciate your view as it did not came up in your conversation.
  • EP
    Emma P.
    7 February 2021 @ 08:04
    Did the question/answer on Crypto lending capture operations such as Blockfi? I noted that Raoul seemed disinterested (no pun intended) in the carry or yield. Blockfi is a sponsor of the RV Crypto "channel". Would Raoul please clarify his comments on obtaining yield and Blockfi in particular? Thanks
    • RP
      Raoul P. | Founder
      7 February 2021 @ 13:00
      I think Blockfi is a great product, institutional quality and a good opportunity to collect yield if you choose to.
  • PV
    Peter V.
    7 February 2021 @ 10:06
    Harry if you can somehow post a chart of the oil discussion analysis that would be great, thank you
  • EF
    Ed F.
    6 February 2021 @ 18:56
    For longer horizon positioning (5 - 10 yrs) as opposed to short term trading - would Raoul and Julian advise putting on EM & Commodity market trades now, or sit back and wait to see how the $ plays out?
    • RP
      Raoul P. | Founder
      7 February 2021 @ 00:49
      I think we'd both wait unless you are averaging in over a year.
  • SS
    Shanthi S.
    6 February 2021 @ 20:04
    Great conversation.
  • LD
    Lucas D.
    6 February 2021 @ 11:53
    Thank you for choosing to answer all 4 of my questions guys! I really appreciate that and gained a lot of insight from your answers. Seems like a really interesting time-window is setting up, lots of risks and opportunities lie ahead. Truly fascinating times, but makes it a lot more enjoyable with the whole Real Vision/Macro Insiders community and you guys helping us! Keep up the great work!
  • DM
    Dominic M.
    6 February 2021 @ 06:13
    The two sites Raoul mentions around minute 25: https://tracktherecovery.org/ And the Johns Hopkins site: https://gisanddata.maps.arcgis.com/apps/opsdashboard/index.html#/bda7594740fd40299423467b48e9ecf6 I would personally also recommend: https://ourworldindata.org/coronavirus Esp: https://ourworldindata.org/coronavirus-data-explorer
  • FA
    Fadi A.
    6 February 2021 @ 04:40
    Not much for insiders
  • JF
    Joao F.
    6 February 2021 @ 02:13
    Great insigth! Thanks for this video and I will take you serious