2020 Market Outlook – Live with Raoul Pal

Published on
January 15th, 2020
Duration
48 minutes


2020 Market Outlook – Live with Raoul Pal

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Published on: January 15th, 2020 • Duration: 48 minutes

With Debt Week underway here on Real Vision, it's time to dig into how the business cycle affects debt markets and what this means for investors. To talk us through it, we've got a very special guest who needs no introduction - Raoul Pal, Real Vision CEO and The Global Macro Investor (GMI) founder. He joins Ed Harrison for an important, timely discussion on the business cycle, fixed income and credit markets and more. (Hint: He believes the longest business cycle in all of recorded history is in "deep trouble.") What they talk about is going to play a large part in every investor's 2020...

Comments

Transcript

  • OT
    Omar T.
    17 January 2020 @ 02:06
    Raoul: Other than Eurodollar Futures, what would be a second best trade to represent the similar view on the direction of interest rates? Gold I assume? The reason is for retail investors, such a trade is not possible on many platforms.
    • RP
      Raoul P. | Founder
      20 January 2020 @ 18:47
      2 year note futures or even TLT
  • RD
    Rahul D.
    20 January 2020 @ 06:21
    Fantastic piece - I have been at this for like 16 years and every day I realise how much more there is to learn... I suspect it is possible that the OH SHIT moment could be precipitated by some geo-political event. That could also mean high USD+high WTI+high Gold type scenario... Past correlations may lose their relevance ... Have to trade carefully this year -
  • VS
    Victor S. | Contributor
    16 January 2020 @ 21:46
    Raoul just an fyi ...As you know - gold is “money “( a store of value) currency's are fiat paper iou you nothings . Night and day.