52:24

EssentialRaoul Pal the Journey Man

The Big Bond Outlook

Featuring Jeff Moore and Raoul Pal

Mar 01, 2023 • 52 minutes

Essential

Raoul Pal the Journey Man

The Big Bond Outlook

"We haven't had the 'aha' crisis moment that we had in 2008 because the mortgage market is incredibly healthy."

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Featuring Jeff Moore and Raoul Pal

Mar 01, 2023 • 52 minutes

Jeff Moore runs more than a trillion and a half dollars for Fidelity’s fixed-income portfolio. The veteran portfolio manager has had skin in the game for the past 23 years, so when Raoul wants to know what’s going on in the bond market, he turns to Jeff. In this fascinating discussion, the pair dissect whether we’re in a generational trend shift in bonds, what that means for markets, and where opportunity still exists for investors. As he notes, “this is a pretty decent time for bonds,” so be sure to pay attention. Recorded on February 27, 2023

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Raoul Pal, The Journey Man is a voyage into the macro ecosystem. Real Vision's CEO and co-founder speaks with visionaries at the top of their game making ground-breaking moves. Raoul's goal is to further his own framework and to help viewers do the same.

More Episodes

Raoul Pal, The Journey Man is a voyage into the macro ecosystem. Real Vision's CEO and co-founder speaks with visionaries at the top of their game making ground-breaking moves. Raoul's goal is to further his own framework and to help viewers do the same.

More Episodes

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