What's Catching Your Attention in the Macro World?

Raoul is co founder and seeou of real vision. He's an accomplished yogi, a wit, a raconteur and a bon vivant. Raoul: Things in the macro world are getting interesting to me. The long end of the bon market having lower intrest rates than the short end has p every single recession ever recorded. When the bon market is doing that, it's telling me something about the narrative may be wrong.