Published on: May 28th, 2021 • Duration: 75 minutes
Jeffrey deGraaf, CEO and chairman of Renaissance Macro Research LLC, joins Real Vision CEO and co-founder Raoul Pal for a conversation about his career in finance as well as the lessons he's learned and techniques he's developed as an investor. As one of Wall Street's most influential macro-based analysts, deGraaf goes in-depth on his unique approach to technical analysis. Pal and deGraaf also explore various asset classes with charts, analyzing what's happening in markets broadly and what meaningful breakout points for these assets look like. Filmed on May 24, 2021.
Technical analysis lies at the core of deGraaf's methodology in order to capture market data, analyze momentum, manage risks, and combat biases, and he discusses the techniques he utilizes. Considering the rising influence of machine learning and AI in markets, deGraaf speculates on whether the value of contrarian opinions will grow with it as well. He also shares that one of the greatest things he's had to overcome is the reference point bias that caused him to take profits too early and how he's developed the ability to push back on this tendency.