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DISRUPTORS: Demand Destruction and the Exponential Age With Raoul Pal

The Delphi Podcast

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Introduction

The business cycle is the most important driver of asset prices. The secular trend e gives you what you want to do. I almost never trade against my secular trend. And then tend to use technical analysis, sentiment analysis, er floes,. that kind of stuff, to get the odds further in my favour. i'm not a frequent trader and more a big picture, micro, long term position taker.

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