Raoul Pal: Understanding the Macro Landscape & Market Narratives ft. Julian Brigden & Roger Hirst
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- Опубликовано: 1 окт 2024
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This constantly evolving macroeconomic environment presents unique challenges - and opportunities - for the modern investor.
Julian Bridgen, co-founder of MI2 Partners, and Raoul Pal, co-founder and CEO of Real Vision, share the latest updates to their macro frameworks.
This discussion was originally part of September's monthly Insider Talks for Pro Macro members. Then, in a snippet from a recent RVIP event in London, we’ll hear Roger Hirst discuss how investors can better understand the many competing narratives at play in markets today.
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So many conflicting views how do we know who to follow? Im a subscriber but dont find value due to so many opiniins from experts. This are not clearer being a member. Many experts have made wrong calls in the past year also. Its hard for everyone.
If outcomes ever became obvious that would be the moment a marker would cease to exist. Uncertainty is the lifeblood. Embrace it!
@@samueldrzymala9108wise words
none
Basically nobody knows
Exactly lol
Michael Howell seems like the only one who’s framework has been on point for years and a year ago Raoul dived more into his work on global liquidity
*key word ‘global’
Appreciate the small clip of the larger conference but I'm not sure how clarifying any of this is