Published on: December 7th, 2017 • Duration: 30 minutes
Raoul and Julian dive deep into the new US Tax plan and what implications it has for the US dollar and other assets. Raoul outlines further developments in India that make him extremely positive on the macro story and shines more light on the opportunity in uranium. To finish off the conversation, both of them share expectations for the first few months of the new year and outline some trade set ups to be mindful of. Filmed on 4 Dec.