#8: Raoul Pal on Putting Together the Global Macro Puzzle
Superinvestors and the Art of Worldly Wisdom
The Importance of Questioning the Narrative
There's a narrative driving, you know, underlying the markets that people use to rationalize buying this or that. And so understanding that narrative is key to making money during that environment. People create false narratives all the time, such as don't fight the Fed and quantitative easing only drives up asset prices. These are held as truisms by most participants because they don't question them.
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