079: Raoul Pal – The Biggest Financial Experiment the World has Ever Seen, Explained by a Global Macro Investor
Chat With Traders
00:00
How to Invest in a Global Economy
Global macro investing is a theme it's a name I don't even know what came from but it basically is a description of investment style. Global macro economics is the driver of the asset classes or the types of investments that you make so for example in a recession you tend to find that interest rates fall therefore you can bet on bond markets rising because bonds go up on interest rates fall. You also might find that in a recession stock markets fall so you can invest in those and countries that have good demographics and low debt tend to have strongly trending stock markets. In a boom that certain types of sectors do really well because maybe consumers are spending so you're buying consumer based stocks. When currencies are having
Transcript
Play full episode
