Paul Brodsky

Published on
August 31st, 2015
37 minutes

Paul Brodsky

Think Piece ·
Featuring Paul Brodsky

Published on: August 31st, 2015 • Duration: 37 minutes

In this week's Think Piece, Paul Brodsky, founder and lead strategist for Macro Allocation Inc., casts an experienced eye over the current investing environment, dissecting the bull case for the dollar and the RMB devaluation, and explaining why it may still be prudent to have a little gold.


  • JA
    Judy A.
    19 September 2015 @ 22:07
    PB is obviously smart and a deep thinker, but his pace of speaking is way too slow. His ideas could have been said in half the time. Good content, just needs to work on the delivery speed.
  • TW
    Thomas W.
    14 September 2015 @ 04:59
    Take out the uhs and this would have been a 20 minute piece. He thinks everything's swell with the USSA's position in the world.. Get a clue pal. Pretty weak.
  • AG
    Alexander G.
    7 September 2015 @ 20:09
    In what looks like another EM crisis dollars would love to flow back, but in case of bankruptcy there is not much left to flow. 8/24 flash crash saw EUR strength vs USD for first time.
  • AB
    Alain B.
    7 September 2015 @ 03:17
    Interesting play with GS and JPM vis a vis Gold. First time I hear about such idea. Only on RealVision!
  • TJ
    Terry J.
    4 September 2015 @ 10:10
    Brilliant think piece. I could listen to Paul's astute observtions and insights all day! Another exceptional video.
  • BC
    Brian C.
    3 September 2015 @ 22:45
    Very informative overall assessment which seems practical and spot on. Only thing I would disagree is why he doesn't understand America's frustration with politicians both on left and right.
  • BD
    Bruce D.
    2 September 2015 @ 01:59
    Superb analysis of the global monetary system. If you don't understand how they all tie together, you will never understand the end game.......tremendous devaluations of all fiat currencies!
  • CM
    Catherine M.
    1 September 2015 @ 23:39
    Really excellent. Articulate and insightful. One of the best pieces s far, and that is saying something!
  • KS
    Kashyap S.
    1 September 2015 @ 09:03
    Good to hear him mention he "averaged up" twice. Owning stocks of SIFIs isn't going to do any good when the govt recapitalises them and dilutes you into oblivion.
  • SJ
    Suzanne J.
    1 September 2015 @ 08:05
    I'm on a vertical learning curve as a result of being introduced to Mr Brodsky et al. Thanks again RV.
  • JS
    John S.
    1 September 2015 @ 03:34
    Great to hear from Brodsky. Followed his insightful analysis for many years.
  • sp
    shashwat p.
    1 September 2015 @ 02:01
    Pavlov would be proud of the participants in the Dollar & treasuries market. Sounds too much like rationalizations for social conditioning
  • CM
    C M.
    31 August 2015 @ 22:47
    More market prognostications from those who don't risk capital. More interviews with those who risk their own/Investors' capital and with great success? All else is just cocktail party chat...
  • KD
    Kevin D.
    31 August 2015 @ 22:29
    Bullish USD/UST's and Bullish Gold? Historical record post gold standard shows that to be a contradictory position. Would be interesting to hear his explanation that squares this circle.
  • DM
    Daniel M.
    31 August 2015 @ 18:07
    Sober perspective. Another gem
  • RM
    Richard M.
    31 August 2015 @ 18:01
    I have been following Mr Brodsky for many years through his occasional letters out of QBAMCO. I will miss them when he goes dark on the launch of his new business venture!
  • GT
    Graham T.
    31 August 2015 @ 16:18
    Once again RV has introduced me to someone talking about things that make me go hmmm.