Real Vision: Finance & Investing

Crash or Boom: Week 2 Wrap-Up

9 snips
Sep 23, 2023
Guest
Raoul Pal
Raoul Pal, co-founder and CEO of Real Vision, joins Maggie Lake to discuss investment opportunities in energy and AI, hedge funds potentially dumping tech stocks, the fragility of US bonds, yield curve control, Basel III bank regulations, navigating challenging market conditions, and monitoring the progress of their thesis amid higher rates and potential sector slowdowns.
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Episode notes
1
Introduction
00:00 • 2min
2
Investment Opportunities in Energy and AI
01:58 • 20min
3
Hedge Funds and Tech Stock Dumping
22:13 • 9min
4
US Bonds: From Safe Haven to Fragile Asset
31:30 • 2min
5
Yield Curve Control, Basel III, and Bond Ownership
33:04 • 7min
6
Navigating Challenging Market Conditions and Content Campaign Deal
40:17 • 2min
7
Monitoring the progress of the thesis and the impact of higher rates on the banking system
41:49 • 2min