Raoul Pal's Take on the World
Real Vision: Finance & Investing
00:00
Bond and Uro Dollar Bets - Is That a Good Bet?
You were talking about a series of bondand uro dollar bets that you're still interested in them. Nothing's changed your mind? No, an a whole bunch of bets for globo macro vester and a pro macro r pro macro. And those bets are uncomfortable with yellow. They obviously bounce from here from there. But i'm looking this thing, if i'm right. If people remember this from two thousand and 19 and 18, when i started the bond trade, that time does you need give to have some wiggle room. Things take time to play out. There's nothing in the data suggest that the bet is wrong. Price action will be the arbiter of the truth
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