28:30

EssentialThe Expert View

The Winter of Discontent

Featuring Raoul Pal

Nov 01, 2020 • 28 minutes

1273

49

Essential

The Expert View

The Winter of Discontent

As the virus rages and the U.S. elections loom, Raoul Pal updates Real Vision members on his outlook for the dollar, banks, bonds, gold, and bitcoin.

Featuring Raoul Pal

Nov 01, 2020 • 28 minutes

Speaking as the founder of Global Macro Investor, Raoul Pal gives Real Vision members a timely update on how the increased spread of COVID-19 and the upcoming U.S. elections impact his outlook for the dollar, banks, bonds, gold, and bitcoin. Disagreeing with the dominant reflation narrative, Pal thinks that central banks will scramble to paper over the cracks left by governments. Pal therefore favors asymmetric bets on central bank balance sheet expansion, such as TLT, gold, and bitcoin, the most asymmetric bet of all. Filmed on Sunday, November 1, 2020. For more of Raoul's charts, click here: https://rvtv.io/380FJVD. Key learnings: Pal shows Real Vision members how to navigate the upcoming political and economic risks of both the U.S. elections and the renewed rise of COVID-19. Show More

Subject-matter experts offer in-depth analysis of global investment risk and opportunity. Expert View probes the top minds from relevant fields, offering critical insights into every corner of financial markets.

More Episodes

Subject-matter experts offer in-depth analysis of global investment risk and opportunity. Expert View probes the top minds from relevant fields, offering critical insights into every corner of financial markets.

More Episodes

COMMENTS

Sort By
  • Newest First
  • Oldest First
  • Top Rated
  • Most Discussed
  • Most Controversial

Access Essential Content

This content is reserved for the thousands of visionaries supporting the financial revolution. We'd love for you to join us. Interested?

See Our Plans

Already have an account? Log In