#8: Raoul Pal on Putting Together the Global Macro Puzzle
Superinvestors and the Art of Worldly Wisdom
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The Fed's Attention to Inflation
"I think intuitively, they kind of understand what's driving down long-term rates," he says. "They get lost in the heat of the battle because they talk about inflation and blah, blah, blah." The Chinese are aging already, and India is just not big enough to support it, nor is the monsoon block of countries yet,. So, I'm sure the central bankers know, but it never gets mentioned!"
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