What's Your Macro Framework?

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I've always got this kind of framework of everything. It dries me nuts, but i just pluck bits out of that and then tryand ho a to people how these all connect in your sort of omening answer. So my macro framework always starts with te secular trend, because then you know where the direction lies. Then you look at the the intermediate tern trend, and then what does it mean for price, if we're talking about markets so on. Those three seem to be quite consistent, ever present. And the reason being is these are big secular trends.

Raoul Pal is the CEO of Real Vision, a cutting edge financial media company and also runs his own macro research business, Global Macro Investor. In this episode we discuss: - Raoul's 3 scenarios for how the war between Russia & Ukraine plays out - The outlook for different asset classes including stock & bonds, commodities & crypto - Why the tokenisation of culture through communities like Bored Ape Yacht Club are so significant We also talk about the practical implications of potential social unrest and how people should be thinking about their life choices in that context as well as Raoul's philosophy of living in the future.