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Raoul Pal: Bitcoin, Emerging Markets, and the Death of Macro Investing

Raoul Pal: Bitcoin, Emerging Markets, and the Death of Macro Investing

The Jay Martin Show vor 5 Jahren

Jay is joined by founder/CEO of The Global Macro Investor and co-founder and CEO of Real Vision, Raoul Pal. The two discuss everything from insolvency, USD, and Bitcoin to emerging markets and the death of macro investing.

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Jay is joined by founder/CEO of The Global Macro Investor and
co-founder and CEO of Real Vision, Raoul Pal. Raoul is also the
former Head of European Hedge Fund Sales at Goldman Sachs, and
former Portfolio Manager, GLG Global Macro Fund. Raoul is one of
the brightest minds in micro finance, and this conversation was a
real treat. He provides an update on his unfolding thesis, which he
says changed because the FED backstopped the credit markets. The
two also discuss his portfolio, (at the time 98% of his liquid
assets were invested into crypto currencies), asset allocation
strategy, time horizons, and more. They get into the death of
macro, emerging markets trade and gold, and the global debt
jubilee; a speculative concept of which there is no way to predict
its likelihood to occur. This episode was recorded on
January 8th 2021 for the Vancouver Resource Investment
Conference #VRIC21. To get more from Raoul, follow him
on Twitter @RaoulGMI. Join our investment community and
sign up for our free weekly newsletter at cambridgehouse.com.
Keep up with Jay all over social media @jaymartinbc. Be sure
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