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.
Real Vision contributors break down some of the most complex topics and interviews from our catalog to help you better understand these topics no matter what stage of your financial journey you're at.