40:08
Essential
•Make or Break: Inflation
Why Politics Should Drive Your Portfolio Decisions
Russell Clark explains why government power is key to his new macro view.
Featuring Russell Clark and James Helliwell
Dec 09, 2022 • 40 minutes
Former Hedge Fund Manager Russell Clark has a new macro framework. In this interview with Real Vision’s James Helliwell, he explains why macroeconomics is merely a subset of politics, and how that informs his investment decisions. Plus, he offers thoughts on how to trade this new thesis. Recorded on December 1st, 2022.
Show MoreWhat happens in the coming months will define the global economy for years to come. Real Vision's Make or Break series helps you understand the key drivers at this crucial juncture with inflation at the forefront. Our worldwide team of experts and analysts will guide you through a potential recession as well as investment opportunities.
More EpisodesWhat happens in the coming months will define the global economy for years to come. Real Vision's Make or Break series helps you understand the key drivers at this crucial juncture with inflation at the forefront. Our worldwide team of experts and analysts will guide you through a potential recession as well as investment opportunities.
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