Teddy Vallee, CIO of Pervalle Global, concentrates on isolating the specific leading indicators that portend market trends over the next six to 18 months. In this conversation with Raoul Pal, he explains that he is now picking up a notable divergence between what bonds and economic indicators are foretelling, and what equities are actually pricing in. Filmed on July 9, 2019 in New York.
The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.
The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.
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