48:32

Pro Macro

Insider Talks - February 2020

Featuring Raoul Pal, Julian Brigden, Harry Melandri

Feb 07, 2020 • 48 minutes

169

4

Pro Macro

Insider Talks - February 2020

Harry Melandri guides Raoul and Julian's discussion in which they are hyper-focused on the markets and believe we are in a bubble phase.

Featuring Raoul Pal, Julian Brigden, Harry Melandri

Feb 07, 2020 • 48 minutes

In this first moderated Insider Talks video, Harry Melandri, fellow colleague of Julian’s at MI2 Partners, helps guide Raoul and Julian’s discussion and answer viewer questions. Raoul and Julian are hyper-focused on the markets and believe we are in a bubble phase. Julian states that the price action in equities makes him continually more uncomfortable and reiterates that parabolic moves never end well. He adds that market liquidity is slowing and will likely come to a halt and that there are a number of things, including the corona virus, that could knock momentum off growth stocks. Raoul shares similar views and discusses how the ‘reaction function’ of people in response to the virus is key. He mentions the growing pandemic reminds him of the Gulf War and 9/11 in that it may tip economies from weakness into recession. The equity market is looking at the virus as a short-term issue and not expecting the consumption shock it is likely to cause. Filmed on February 4, 2020. Show More


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