AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
28min chapter
Raoul Pal & Julian Bittel: Making Sense of Everything (Masterclass)
Raoul Pal: The Journey Man
Understanding Macro Regimes and Market Trends for Informed Investing
The chapter explores the significance of growth, inflation, and liquidity in investing, proposing a framework tied to macro regimes like spring, fall, and winter. It discusses the impact of different economic phases on market trends, offering insights into predicting market movements using growth momentum indicators. Additionally, the chapter touches on analyzing market trends, liquidity conditions, and the influence of tax season on asset classes like equities and commodities.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode