
The Next Big Trade - Raoul Pal & Why The Bond Market is the Ultimate Truth Teller
Real Vision: Finance & Investing
00:00
Is My Thesis Wrong?
Soyouknow, well, you know, we've been in financial repression for a long time. That's what the negative real rates are about, because we can't deal with the debt that we've got. And it goes through periods of accelerating and the periods of slowing down. You're right, the thesis violation is ever is important when you're using options, cause you'll just be out of the trade anyway. No, my idea stop would be, listen, if bonyils are trading at two 50, i'm wrong. I fhought that narrative for too long without realizing that actually it was the right one.
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