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EssentialRaoul Pal the Journey Man

Is Inflation Here to Stay?

Featuring James Aitken and Raoul Pal

Sep 17, 2021 • 82 minutes

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Essential

Raoul Pal the Journey Man

Is Inflation Here to Stay?

James Aitken is referred to by Raoul as the "Expert's Expert"--in this real treat of an interview, they discuss whether inflation is here to stay.

Featuring James Aitken and Raoul Pal

Sep 17, 2021 • 82 minutes

James Aitken is the founder of Aitken Advisors LLP and is referred to by Raoul as the "Expert's Expert". He has the ear of many of the world's largest hedge funds and asset allocators who rely on him to help them think through the complexities of the changing macro environment. In this real treat of an interview, Raoul and James discuss whether inflation is here to stay and how that might affect asset prices going forward. James isn't really a bond bear, which would be the more obvious trade—instead, he has a much more nuanced argument around the right equities to own (energy companies in particular) if things have really changed in the structure of the US economy. James also lends his deep experience on China, learning from his part mistakes to try to understand Xi's big transition of the Chinese economy and how it might play out. Filmed on September 14, 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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