Real Vision managing editor Roger Hirst breaks down the most central points of discussion from June s episode of Insider Talks.
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Featuring Roger Hirst
Jun 15, 2021 • 40 minutes
Real Vision managing editor Roger Hirst breaks down the most central points of discussion from June’s episode of Insider Talks. He identifies how some of the strongest disagreements between Raoul and Julian in this conversation arose from whether or not policymakers are still in control of inflation. He then breaks down the macro variables influencing the dollar, bond yields, and equities that they use to form their perspectives on whether inflation will end up being transitory or persistent, how markets may respond to these signals, and where the buying opportunities lie.
Show MoreReal Vision co-founder and CEO Raoul Pal walks viewers through his latest research alongside MI2's Julian Brigden. Insider Talks provides viewers exclusive access to analysis, flash updates, and the live program of Macro Insiders, a proprietary research service by Global Macro Investor founder Raoul Pal. Raoul and Julian use macroeconomic analysis to provide clients specific trade recommendations across all asset classes. Available to all Real Vision Pro Macro members and above.
More EpisodesReal Vision co-founder and CEO Raoul Pal walks viewers through his latest research alongside MI2's Julian Brigden. Insider Talks provides viewers exclusive access to analysis, flash updates, and the live program of Macro Insiders, a proprietary research service by Global Macro Investor founder Raoul Pal. Raoul and Julian use macroeconomic analysis to provide clients specific trade recommendations across all asset classes. Available to all Real Vision Pro Macro members and above.
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