Real Vision: Finance & Investing Best of Real Vision: Raoul's Business Cycle Thesis (2016)
Sep 12, 2024
Raoul, a well-known expert in business cycle analysis and investing strategies, shares profound insights on economic cycles and their impact on investing. He critiques traditional economic models, presenting a global macro approach that better anticipates market dynamics. The discussion delves into the unsustainable nature of debt and its long-term consequences, emphasizing the importance of key economic indicators like ISM for forecasting. Raoul also highlights the vital connection between commodity prices and economic trends, advocating for a comprehensive view in economic forecasting.
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