079: Raoul Pal – The Biggest Financial Experiment the World has Ever Seen, Explained by a Global Macro Investor
Chat With Traders
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How to Be a Better Asset Manager
I look at the business cycle because that drives asset prices so once you understand what's happening is the global economy weakening speeding up stable whereabouts it is on the cycle will give you a much better idea or probability of the direction of asset prices. I run model portfolios and which mainly replicate my own positions as well in the kind of bets that I would be taking. That can be again across all asset classes whether it's crude oil to goals to emerging market currencies Emerging markets stock markets credit credit default swaps volatility everything all asset classes.
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