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EssentialRaoul Pal the Journey Man

We've Entered an Era of Higher Inflation

Featuring James Aitken and Raoul Pal

Apr 15, 2022 • 65 minutes

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Essential

Raoul Pal the Journey Man

We've Entered an Era of Higher Inflation

An "expert's expert" argues structural forces will keep prices rising faster for longer.

Featuring James Aitken and Raoul Pal

Apr 15, 2022 • 65 minutes

In a follow-up to their fascinating conversation last summer, James Aitken joins Raoul Pal to talk macro. James doubles down on his assessment that inflation is now structural – that it’s here to stay. He thinks spending on a shift to regionalized trade and the renewable energy transition means higher and stickier prices across the economy. That’s different from Raoul’s view. But James is known as an “expert’s expert,” and exchanging ideas, especially opposing ones, is always healthy. And they find a lot of common ground, including the fact that a weakening yen means there’s something going on in Japan that few are paying attention to right now. Recorded on April 1, 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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