Paul Brodsky

Published on
31 August, 2015
Geopolitics, Global Outlook, Politics
37 minutes
Asset class

Paul Brodsky

Featuring Paul Brodsky

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.

Published on
31 August, 2015
Geopolitics, Global Outlook, Politics
37 minutes
Asset class


  • JA

    Judy A.

    19 9 2015 22:07

    1       2

    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 9 2015 04:59

    0       2

    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 9 2015 20:09

    1       0

    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 9 2015 03:17

    2       0

    Interesting play with GS and JPM vis a vis Gold. First time I hear about such idea. Only on RealVision!

  • TJ

    Terry J.

    4 9 2015 10:10

    2       0

    Brilliant think piece. I could listen to Paul's astute observtions and insights all day! Another exceptional video.

  • BC

    Brian C.

    3 9 2015 22:45

    2       1

    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 9 2015 01:59

    5       0

    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 9 2015 23:39

    5       0

    Really excellent. Articulate and insightful. One of the best pieces s far, and that is saying something!

  • KS

    Kashyap S.

    1 9 2015 09:03

    3       0

    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 9 2015 08:05

    2       0

    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 9 2015 03:34

    3       0

    Great to hear from Brodsky. Followed his insightful analysis for many years.

  • sp

    shashwat p.

    1 9 2015 02:01

    2       1

    Pavlov would be proud of the participants in the Dollar & treasuries market. Sounds too much like rationalizations for social conditioning

  • CM

    C M.

    31 8 2015 22:47

    18       12

    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 8 2015 22:29

    8       0

    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 8 2015 18:07

    6       0

    Sober perspective. Another gem

  • RM

    Richard M.

    31 8 2015 18:01

    3       0

    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 8 2015 16:18

    5       0

    Once again RV has introduced me to someone talking about things that make me go hmmm.