49:53

EssentialRaoul Pal the Journey Man

The Big Bond Investor's View

Featuring Jeff Moore and Raoul Pal

May 12, 2022 • 49 minutes

336

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Essential

Raoul Pal the Journey Man

The Big Bond Investor's View

When bonds are driving the business cycle, we need to listen to the Big Bond Investor.

Featuring Jeff Moore and Raoul Pal

May 12, 2022 • 49 minutes

The rate cycle drives everything. Raoul always says that "bonds are the truth." And that’s the basis of Raoul's discussion with Jeff Moore, who oversees part of the $1 trillion Fidelity Investments bond portfolio. Jeff is a macro guy and a tactical asset allocator, so he talks the language of markets, economies, and central banks and understands the big picture secular trends and the business cycle. Jeff outlines his views on the rate cycle and what it means for government bonds, the U.S. dollar, and credit markets. When bonds are driving the business cycle, we need to listen to the Big Bond Investor. Recorded on May 6, 2022. 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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