ML194: Raoul Pal on Russia-Ukraine, Investing in Uncertain Times & The Tokenisation of Culture
MetaLearn Podcast
Commodities and Equities - What Are You Seeing?
Every single one over the last 20 years has done the same. So i've thought there is a 60 % probability the market just goes up, and 40% obability we have another shock lower. Commodities much more difficult because we're in the supply shock world. There is not a lot of supply around. And pek inflation fear is in. Well that's what's beaten down all the text stocks,. Probably same of crypto too. Long duration assets tend to do less well. so we should see those that the margin start to out Perform. We're starting to see evidence of that.
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