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EssentialRaoul Pal the Journey Man

Is Inflation Here to Stay? (Best of 2021)

Featuring James Aitken and Raoul Pal

Dec 27, 2021 • 83 minutes

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Essential

Raoul Pal the Journey Man

Is Inflation Here to Stay? (Best of 2021)

Raoul calls James Aitken the "expert's expert." Find out why he believes inflation will be sticking around.

Featuring James Aitken and Raoul Pal

Dec 27, 2021 • 83 minutes

On the first day of Real Vision Essential's Best of Videos, we're re-releasing this must-watch as we head into 2022. James Aitken has the ear of many of the world's largest hedge funds. In this interview, Raoul and James, founder of Aitken Advisors LLP, discuss whether inflation is here to stay and how that might affect asset prices going forward. James isn't 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). James also lends his deep experience on China, learning from his past mistakes to try to understand Xi's big transition of the Chinese economy. Recorded 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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