Roger Hirst investigates whether we can transition to a world of weaker growth without impacting risk assets.
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Featuring Roger Hirst
Dec 21, 2021 • 35 minutes
Can we transition from a world of inflation to a world of weaker growth, and can we go through that transition without too much of an impact on risk assets? These are the questions Roger Hirst explores in this episode of Insider Talks. Hirst examines corporate profit margins, unemployment rates, and the U.S. labor force participation rate as well as the pre-pandemic vs. post-pandemic circumstances and the U.S. vs. the rest of the world to analyze the state of the global economy right now.
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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