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EssentialThe Essential Conversation

Gerard Minack -- "Buy the Rumor, Sell the Fact"

Featuring Gerard Minack

Jun 08, 2020 • 70 minutes

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Essential

The Essential Conversation

Gerard Minack -- "Buy the Rumor, Sell the Fact"

Gerard Minack, director of Minack Advisors, joins Raoul Pal for a wide-ranging discussion on the future of rates, corporate earnings, and inflation.

Featuring Gerard Minack

Jun 08, 2020 • 70 minutes

Gerard Minack, director of Minack Advisors, joins Real Vision CEO, Raoul Pal, for a wide-ranging discussion on the future of rates, corporate earnings, and inflation. The pair analyzes the growth prospects for economies around the world, ranging from Europe to China to the U.S., and identify patterns within equity, debt, and currency markets. Minack shares his thoughts on credit quality, negative interest rates, and debt monetization as he looks forward to see the opportunities that lie ahead on the macro horizon. The pair also analyzes the Australian housing market and discusses risks such as heightening geopolitical tensions and the prospect of a second wave of COVID-19. Filmed on June 3, 2020. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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