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EssentialRaoul Pal the Journey Man

The Case for a Soft Landing in the U.S.

Featuring Juliette Declercq and Raoul Pal

Nov 17, 2022 • 47 minutes

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Essential

Raoul Pal the Journey Man

The Case for a Soft Landing in the U.S.

Juliette Declercq thinks the world's largest economy can avoid recession.

Featuring Juliette Declercq and Raoul Pal

Nov 17, 2022 • 47 minutes

When Juliette Declercq and Raoul Pal last spoke, Juliette said the U.S. could avoid a deep recession. That was back in May, and a lot’s changed. But she’s doubling down on her assessment of the American economy and her contrarian case in favor of a soft landing. The U.S. economy is weaker but still not weak. Rising real rates and historically rapid tightening of financial conditions have exacted a toll, but Juliette thinks that will rebalance when the Federal Reserve makes its pivot. That means pausing the rate-hiking cycle, and Juliette sees it happening next quarter. She also identifies the assets that will benefit in the short term as her thesis plays out and explains why she’s always looking out no more than two to three months. It’s a can’t-miss conversation. Recorded on November 11, 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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