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.
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