Breaking Down Raoul Pal’s Unfolding Thesis

Published on
October 4th, 2020
22 minutes

Breaking Down Raoul Pal’s Unfolding Thesis

The Breakdown ·
Featuring Steven Van Metre

Published on: October 4th, 2020 • Duration: 22 minutes

In episode 1 of this new weekly series, Steven Van Metre, CPF, a macro fund manager and creator of "Portfolio Shield", breaks down Raoul Pal's recent Expert View "Has Everything Changed?", and provides his views to help enhance everyone's understanding of the macro narrative. Steve reviews Raoul’s three-part 'Unfolding' thesis and takes a deeper dive into the insolvency phase and the outlined concepts. Filmed on September 28, 2020.