
TIP 094 : Raoul Pal - Macro Economics and Global Risks (Investment Podcast)
We Study Billionaires - The Investor’s Podcast Network
Comparing Fiscal Policies of China and the US
This chapter analyzes the fiscal policies of China and the US, comparing the American Recovery and Reinvestment Act to China's fiscal policy. It explores the limitations of stimulus effects and the importance of China's role in the global economy.
IN THIS EPISODE, YOU’LL LEARN:
- Why Raoul Pal is bear on oil and why it has nothing to do with supply and demand.
- Why the dollar might soar in the coming months.
- Why there’s a possibility of the dollar and gold going up simultaneously.
- Why QE and asset prices might not be correlated as much as people think.
- Why the hedge fund industry might be heading for trouble.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
- Raoul Pal’s Company: Real Vision TV.
- George Soros’ book: The Alchemy of Finance – Read reviews of this book.
- Robert Z. Aliber’s book: Manias, Panics, and Crashes – Read reviews of this book.
- Related episode: Macro overview for 4th Q 2020 w/ Raoul Pal - TIP322.
- Related episode: Macro Concerns w/ Raoul Pal - TIP256.
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