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EssentialThe Essential Conversation

The Ultimate Macro Phase Change

Featuring Russell Clark

May 29, 2020 • 73 minutes

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Essential

The Essential Conversation

The Ultimate Macro Phase Change

Real Vision CEO Raoul Pal and Russell Clark of Horseman Capital Management explore new risk-reward paradigms looming on the macro horizon.

Featuring Russell Clark

May 29, 2020 • 73 minutes

Russell Clark, CIO of Horseman Capital Management, sits down with Real Vision CEO, Raoul Pal, to discuss the new risk-reward paradigm he sees on the horizon. Clark explains why he believes that the past decade – characterized by low growth, falling commodity prices, and a strong dollar – is coming to an end. Clark and Pal look at ratios such as gold/oil and growth/value to interest rates, and Clark suggests that a prolonged wave of commodity price appreciation could become the new normal once aggregate demand returns to pre-crisis levels. Clark also discusses China and its Belt and Road Initiative in great detail. Clark and Pal consider the potential returns of assets within emerging markets, as well as commodities such as gold and oil. Filmed on May 26, 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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