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Pro MacroInsider Talks

Will War Change Central Banks' Plans? (Inside the Episode)

Featuring Roger Hirst

Mar 01, 2022 • 42 minutes

72

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Pro Macro

Insider Talks

Will War Change Central Banks' Plans? (Inside the Episode)

Roger Hirst breaks down how geopolitical tension impacts markets and policy.

Featuring Roger Hirst

Mar 01, 2022 • 42 minutes

In this latest installment of Inside the Episode, Roger Hirst examines volatility around geopolitical events and patterns of investor buying related to these events. Breaking down Raoul Pal’s and Julian Brigden’s recent conversation about inflation and the future path of U.S. interest rates, Roger establishes critical historical context for short and long-term interest-rate expectations. Roger compares pre-2020 market drivers with a post-pandemic era characterized by increased retail investing and historically hot inflation indicators. He also touches on the issue of the distortion of the price-discovery mechanism by accommodative monetary policy as well as the impact of fiscal stimulus on wholesale and retail prices. Combined now with what’s devolving into the biggest land war in nearly eight decades, Roger notes that the Federal Reserve and other central banks face a complex set of problems with no easy solutions. Recorded on February 25, 2022. 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 Paoul. Raoul and Julian use macroeconomic analysis to provide clients specific trade recommendations across all asset classes. Available to all Real Vision Pro Macro 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 Paoul. Raoul and Julian use macroeconomic analysis to provide clients specific trade recommendations across all asset classes. Available to all Real Vision Pro Macro and above.

More Episodes

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