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EssentialThe Essential Conversation

When The Everything Bubble Bursts

Featuring Keith McCullough and Raoul Pal

Mar 24, 2020 • 57 minutes

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Essential

The Essential Conversation

When The Everything Bubble Bursts

Keith McCullough joins Raoul Pal to explore what happens when a biological crisis turns into a financial crisis.

Featuring Keith McCullough and Raoul Pal

Mar 24, 2020 • 57 minutes

Keith McCullough, founder and CEO of Hedgeye Risk Management, joins Raoul Pal, CEO and co-founder of Real Vision, to explore what happens when a biological crisis turns into a financial crisis. They explain why they both think this liquidity crisis is far from over and why, as the deleveraging continues, the dollar will continue to reign supreme. They also examine whether shorting equities is worth the risk, how much juice is left in the bond trade, and if it's too early to go into gold. Filmed on March 20, 2020, over Skype. 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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