Raoul Pal: The Journey Man cover image

Michael Howell & Raoul Pal: Liquidity Cycle Masterclass

Raoul Pal: The Journey Man

CHAPTER

Navigating Liquidity Cycles

This chapter explores macroeconomic trends and their effects on asset prices, particularly in the context of liquidity cycles. The speakers analyze the current liquidity environment in the US and China, discussing the implications of quantitative easing and innovative funding strategies. They highlight the importance of understanding these dynamics to identify investment opportunities amid changing economic conditions.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner