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DISRUPTORS: Demand Destruction and the Exponential Age With Raoul Pal

The Delphi Podcast

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The Dollar Is a Great Driver of the Global Business Cycle

The dollar is a fantastic driver of the global business cycle. It's telling us that commodity prices should revert back to where they came from in year or year. And i think eventually we will see it go to a negative number, and we'll see deflation repulse coming out of commodities. The other part of the equation of demand destruction is the rising rate. This is the most shocking chart, i think i've ever seen in maro. I don't think people really understand what this means.

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