#8: Raoul Pal on Putting Together the Global Macro Puzzle
Superinvestors and the Art of Worldly Wisdom
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The False Narrative of Central Banks
The idea that central banks will never allow asset prices to ever decline again is interesting. It's a narrative that has a shelf life, and it's worked for now,. But the idea that they'll never let asset prices fall again is interesting to think about in the markets right now.
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