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ML194: Raoul Pal on Russia-Ukraine, Investing in Uncertain Times & The Tokenisation of Culture
MetaLearn Podcast
What's Your Macro Framework?
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.
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