Raoul Pal & Julian Bittel: Making Sense of Everything (Masterclass)
Raoul Pal: The Journey Man
00:00
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.
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Transcript
