Raoul Pal's Macro Framework for 2021 and Beyond (w/ Ash Bennington)
Real Vision CEO Raoul Pal returns to the Daily Briefing to share with Ash Bennington his updated thesis for the new year. Raoul argues that the prevailing narrative around reflation is a “one-sided bet” (short bonds, short dollars, long commodities, and long equities) that offers little upside, remains vulnerable to the risk of shutdowns, leaves a lasting scar on the labor market that will take years to recover from, and causes a spike in the U.S. dollar, which would serve as a “wrecking ball” for a host of reflation risk assets. Instead, Raoul prefers bonds, a sprinkling of puts on the S&P 500, and of course crypto, namely Bitcoin and Ethereum. Raoul and Ash reflect on the tremendous rally in Bitcoin and discuss how Metcalfe’s law applies to it and Ethereum. They also discuss the implications of the rise in COVID-19 cases, deaths, and hospitalizations and how those factors will affect markets and the economy. In the intro, editor Jack Farley reports on the latest jobs numbers and reviews price action in Tesla, gold, and silver.
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Raoul Pal's Macro Framework for 2021 and Beyond (w/ Ash Bennington)
Disclaimer:
This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.
Видео Raoul Pal's Macro Framework for 2021 and Beyond (w/ Ash Bennington) канала Real Vision Daily Briefing
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Raoul Pal's Macro Framework for 2021 and Beyond (w/ Ash Bennington)
Disclaimer:
This is pretty obvious, but we should probably say it anyway so that there is absolutely no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors , agents, suppliers and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard to any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency or other investment instrument. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances is not necessarily reflective of future performances. Well that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.
Видео Raoul Pal's Macro Framework for 2021 and Beyond (w/ Ash Bennington) канала Real Vision Daily Briefing
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9 января 2021 г. 7:04:16
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