Understanding the Macro Landscape and Market Narratives with Raoul Pal, Julian Brigden, and Roger Hirst

Oct 12, 2023

Guest

Julian Bridgen

Raoul Pal and Julian Bridgen discuss the macro landscape and market narratives, including challenges in global markets, effects of rising interest rates, and the importance of having a framework. Roger Hirst explores understanding multiple narratives in markets and the definition of a recession.

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Episode notes

Introduction

00:00 • 5min

Analyzing complexities in the market and the potential actions of the Fed

05:08 • 3min

Multiple Narratives and Breaking Down the Macro Landscape

08:27 • 5min

Understanding the Definition of a Recession and Market Indicators

13:17 • 6min