#8: Raoul Pal on Putting Together the Global Macro Puzzle
Superinvestors and the Art of Worldly Wisdom
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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