#8: Raoul Pal on Putting Together the Global Macro Puzzle
Superinvestors and the Art of Worldly Wisdom
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Global Macro Investing
Nat West got bought out actually by Bankers Trust and Deutsche Bank. So I want to come back also to the idea of global macro investing, because I know this is your specialty. Can you just for listeners explain what is global macro investing? It's betting on economic shifts to generate returns in asset prices. The whole world's a 3D ever-moving jigsaw puzzle that can never be solved. But there's always that chance of getting that jigsaw puzzle perfectly aligned and seeing the picture clearly.
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