Published on: April 3rd, 2019 • Duration: 17 minutes
Raoul Pal's long bond position has been paying off, but it's not done yet. As global economic conditions continue to deteriorate and the Fed completes its policy U-turn, yields should fall further. The next phase of the framework will see stunning opportunities emerge in the FX markets, where sensible alternatives to the dollar remain scarce. Filmed April 1st, 2019 in Grand Cayman.
