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EssentialRaoul Pal the Journey Man

A Growth Surprise for Q4

Featuring Keith McCullough and Raoul Pal

Oct 01, 2021 • 43 minutes

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Essential

Raoul Pal the Journey Man

A Growth Surprise for Q4

Keith McCullough has a clear, mathematical methodology for allocation that is tried & tested over the years--when there's a "Quad" change, we listen.

Featuring Keith McCullough and Raoul Pal

Oct 01, 2021 • 43 minutes

Keith McCullough, CEO of Hedgeye Risk Management, is always a great communicator. He has a super clear, mathematical methodology for asset allocation that is tried and tested over the years. When Keith has a change of “Quad”, we listen. Keith’s models are picking up that the market is underestimating Q4 and maybe Q1 in terms of growth and expectations moving into Quad 2—rising growth and risking inflation—and that leads to several trading opportunities. Raoul and Keith dig into the details of his asset allocation shifts and what they mean for the asset classes, along with how he could be forced to change his view and what this might mean for next year too, which again might be a different type of surprise. Keith’s clear methodology is something we can all follow, and it helps guide how we should allocate assets—from bonds to emerging markets, from commodities to crypto. Filmed on September 28, 2021. Show More

Raoul Pal, The Journey Man is a voyage into the macro ecosystem. Real Vision's CEO and co-founder speaks with visionaries at the top of their game making ground-breaking moves. Raoul's goal is to further his own framework and to help viewers do the same.

More Episodes

Raoul Pal, The Journey Man is a voyage into the macro ecosystem. Real Vision's CEO and co-founder speaks with visionaries at the top of their game making ground-breaking moves. Raoul's goal is to further his own framework and to help viewers do the same.

More Episodes

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