Raoul Pal: The Journey Man cover image

Trade Wars, AI, and Bonds: What Investors Need to Know ft. Alex Gurevich

Raoul Pal: The Journey Man

00:00

Navigating Macroeconomic Waters

This chapter explores the bond market's complexities, including the interplay of liquidity, interest rates, and tariffs on asset prices. It analyzes the implications of Basel IV regulations on banks' bond holdings and reflects on investor behavior influenced by historical crises. The discussion also highlights current trading preferences, particularly in long-duration bonds and Treasury Inflation-Protected Securities.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app