Macro Investing Tool
“This framework is the dog’s bollocks”
Ever heard a financial investing tool described as “the dog’s bollocks”?
Us either.
Macro Investing Tool subscriber David S. explains: “This framework is the dog’s bollocks. For those unfamiliar with this charming English idiom, it means that I like it”.
Real Vision CEO and co-founder, Raoul Pal.
Play the game with an edge
The Macro Investing Tool from Raoul Pal and Julien Bittel has been the topic of stunning review after stunning review since it launched late last year.
Why?
Well, it’s partly because Raoul and Julien are the Batman and Robin of macro (they will kill us for saying that).
It’s partly because understanding the business cycle gives you a real edge, but it’s bloody expensive and time-consuming to do by yourself.
It’s partly because the Macro Investing Tool helps every investor determine what investments and asset allocations make sense, and when.
And it’s partly because this tool is underpinned by 70 years of data on the business cycle and the correlation of asset prices, giving a clear forecast of what’s coming.
It maps out the field for you so you can play the game with an edge.
“The best thing about this framework is that it’s less about opinion (mine or Raoul’s!). We will always provide our humble opinion on things, but that’s not what MIT is about. MIT is all about listening to what the data is telling us.”
Julien Bittel, GMI and Macro Investing Tool
Like “getting the news 6 months in the future”
Understanding macro seasons is crucial for investors because it provides valuable insights into market trends that can significantly impact your investment strategy and portfolio.
The Macro Investing Tool puts the power of the business cycle in your hands to make informed asset allocation decisions.
“It’s like getting the news 6 months in the future. This Macro Investing Tool is well worth it.”
— Bumbu, Real Vision member
Powered by expert analysis, the Macro Investing Tool empowers you to:
Identify Trends
Just like seasonal changes in weather, macro seasons represent different phases of economic and market cycles. Recognizing these phases allows you to adjust your investment strategies accordingly.
Evaluate Risk
Macro seasons can help you anticipate and manage risks associated with specific economic conditions. By understanding where the economy is in its cycle, you can better assess the potential risks to your portfolio and take appropriate steps to mitigate them.
Optimize Portfolio Allocation
Different macro seasons may favor certain asset classes over others. Adjusting asset allocation based on macro seasons can help you optimize your portfolio returns.
Discover Opportunities
Understanding macro seasons enables you to identify industries and sectors poised for growth and those facing headwinds. This insight allows for strategic sector rotation within your portfolio so you can capitalize on emerging trends and opportunities.
Plan for the Long Term
Identifying macro seasons provides you with a broader perspective on the market’s trajectory over the long term. By aligning your investment decisions with the prevailing macroeconomic environment, you can position your portfolio to withstand market volatility and achieve your long-term financial goals.
Apart from “the dog’s bollocks”, the Macro Investing Tool is also...
“MIT is probably the single best part of RV all-access now. It’s clarity at its finest and helps me make data driven decisions like never before. Bravo gentlemen 👏🏾”
Sim K.
Real Vision member
“Simply brilliant. Thank you, Raoul and Julien, for democratizing something that was previously only accessible to a few. The information shared in sections, allows one to develop a bird’s-eye view and then drill down, making it wonderfully accessible.”
Zain A.
Real Vision member
“RV’s mission has been to democratise Institutional Grade material. [MIT] is the icing on the cake. As the leader of an Institutional Equity Sales Desk in a previous life, I would have put you in front of every client we had (which was all of them!). Congratulations.”
Anthony B.
Real Vision Member
“This is amazing!! I have reallocated to my pension using this framework, thank you.”
Gerald T.
Real Vision member
“Very, very grateful for all the information you’ve included, the data-driven nature of the analysis, and helping me make asset allocation decisions.”
Cody R.
Real Vision member
“Fantastic. What a pleasure and relief to be guided by informed and qualified experts.”
Hartmut B.
Real Vision Member
“This is amazing alpha.”
Adam A.
Real Vision Member
“Very elegant. An organized presentation with a lot of information. Brilliant really — thanks.”
Christine G.
Real Vision Member
“Fantastic tool going forward. This report is becoming my “easy” button.”
Warren N.
Real Vision Member
“Learning about the business cycle this year has blown my mind (and made me a lot of money).”
Domhnall H.
Real Vision Member
“Such an invaluable resource to distil the big picture from the noise.”
Sarah W.
Real Vision Member
“Having recently subscribed to the Macro Investing Tool, I have to say it’s in its own league! Feels like you guys have ‘cracked the code’ but made it digestible for regular humans.”
Bhavik M.
Real Vision Member
Get the Macro Investing Tool
The nuts and bolts: The goal of this tool is to help you position your portfolio for the different fluctuations of the business cycle.
Access for 1 year
599 USD
For 1 year
- Weekly chart publication which includes the top five charts that are on Raoul and Julien’s radar, so you know what’s important at any given moment
- Secular cycle and theme analysis to keep you on track with Raoul and Julien’s high-level research and how it feeds into the exponential age, tech and AI, and crypto
- Monthly macro season updates by country and ranking within each macro season to give you an edge on market growth opportunities
- Leading indicators based on the ISM report analysis to help you make proactive or preventive decisions for your long-term portfolio
- Asset Allocation analysis showing the assets that outperform in each cycle regime to support your ongoing portfolio management
- Regular AMAs to make sure all your questions are answered by Raoul and Julien
- Continued access for 1 full year
- 27% cheaper than a quarterly subscription
Access for 3 months
150 USD
For 3 months
- Weekly chart publication which includes the top five charts that are on Raoul and Julien’s radar, so you know what’s important at any given moment
- Secular cycle and theme analysis to keep you on track with Raoul and Julien’s high-level research and how it feeds into the exponential age, tech and AI, and crypto
- Monthly macro season updates by country and ranking within each macro season to give you an edge on market growth opportunities
- Leading indicators based on the ISM report analysis to help you make proactive or preventive decisions for your long-term portfolio
- Asset Allocation analysis showing the assets that outperform in each cycle regime to support your ongoing portfolio management
- Regular AMAs to make sure all your questions are answered by Raoul and Julien
“The Macro Investing Tool is awesome. So glad I added it. The weekly publishings are fantastic.”
— Quentin B.
Real Vision member
Macro Investing Tool add-on is included in all Real Vision Plus, Pro Macro, and Pro Crypto memberships.
About Raoul Pal and Julien Bittel
Raoul Pal (founder), and Julien Bittel (head of Macro Research), publish macro-analysis research at Global Macro Investor (GMI). Their clients include many of the world’s largest and most successful hedge funds, sovereign wealth, and family offices.
They have used the Macro Investing Tool framework in their own analysis, and while managing large portfolios for years.
In fact, all the big institutions like Morgan Stanley and Goldman Sachs use these kinds of frameworks.
And now, it’s your turn to get in on the action.