41:13

Pro Macro

Insider Talks - August 2017

Featuring Raoul Pal, Julian Brigden

Aug 07, 2017 • 41 minutes

Pro Macro

Insider Talks - August 2017

Insider Talks - August 2017

234

9

Featuring Raoul Pal, Julian Brigden

Aug 07, 2017 • 41 minutes

In this wide-ranging conversation Raoul presents the second part of his research on the retirement crisis and also discusses the dollar and what would make him change his long bias. Julian cautions subscribers about the EM story and lays out a longer-term roadmap for protecting your portfolio from dangerous assumptions about correlations and liquidity.

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