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Pro MacroInsider Talks

The Real Recession Is in 2023

Featuring Roger Hirst

Sep 27, 2022 • 52 minutes

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Pro Macro

Insider Talks

The Real Recession Is in 2023

As bad as it seems now, it s going to get worse.

Featuring Roger Hirst

Sep 27, 2022 • 52 minutes

Risk assets have had a horrible 2022. For equities, the lows usually come amid widespread redemptions, when households have lost jobs or are fearful for their employment prospects. That usually happens during a deep recession. So far, the slowdown has been mild, and mass job losses haven’t materialized. The Federal Reserve may need to break the employment market to prevent higher wages from becoming embedded in the economy. That’s a story for 2023. 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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