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27min chapter
Raoul Pal & Julian Bittel: Making Sense of Everything (Masterclass)
Raoul Pal: The Journey Man
Navigating the Business Cycle and Asset Prices
This chapter explores the vital link between understanding the business cycle and its impact on asset prices. It emphasizes the significance of the macro liquidity framework and its connection to the business cycle, crucial for informed asset allocation and risk management decisions. Discussions also cover the correlation between various assets, such as equities, commodities, bonds, and Bitcoin, with different phases of the business cycle and how central banks influence liquidity dynamics.
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