What’s on Raoul’s Mind?
Raoul Pal: Real Vision
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Liquidity Is Everything
Mike Howell: The markets are forward looking and there is this up in liquidity. As that turned, so did markets turn - I don't believe it. Liquidity drives everything, not your model, not valuations, not anything else. It took me a while to understand that this will even believe in it," he says.
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