46:29
Pro Macro
•Insider Talks
Something Is Different (Inside The Episode)
Various long term patterns have started to break down and many asset classes are displaying unusual behavior.
Featuring Roger Hirst
Apr 22, 2022 • 46 minutes
A number of long term patterns have started to break down. Many asset classes appear to be acting in an unusual manner. But this may be because we are analyzing markets through the lens of the last 30 years, when inflation was low and steady. Look back further, and some of this unusual activity starts to become familiar. We may, however, need to re-evaluate the recessionary signals from the Yield Curve and the ISM.
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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