We Study Billionaires - The Investor’s Podcast Network TIP 094 : Raoul Pal - Macro Economics and Global Risks (Investment Podcast)
Jul 10, 2016
In this episode, Raoul Pal, a macroeconomics and global risks expert, discusses fascinating topics such as his bearish stance on oil, the possibility of the dollar and gold rising simultaneously, the potential trouble for the hedge fund industry, and the correlation between QE and asset prices. He also analyzes the fiscal policies of China and the US, explores the impact of Federal Reserve rate cuts on the dollar and gold, and shares book recommendations for gaining deeper knowledge in currencies, commodities, and macroeconomics.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
The Influence of Global Macro Approach on Hedge Fund Managers
01:46 • 12min
The Impact of Federal Reserve Rate Cuts on Dollar and Gold
13:28 • 5min
The Demand for Dollars and the Attractiveness of Gold
18:10 • 11min
China's Equity Market and Potential Downturns
29:34 • 5min
Comparing Fiscal Policies of China and the US
34:33 • 12min
Analyzing Arguments on the Dollar and Oil, Book Recommendations, and Concluding Remarks
46:13 • 2min