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Debt, Demographics & Deflation Ahead | Raoul Pal

Debt, Demographics & Deflation Ahead | Raoul Pal

FromThe Macro Trading Floor


Debt, Demographics & Deflation Ahead | Raoul Pal

FromThe Macro Trading Floor

ratings:
Length:
60 minutes
Released:
Nov 6, 2022
Format:
Podcast episode

Description

On today’s episode of “The Macro Trading Floor,” Andreas and Alfonso welcome Raoul Pal CEO & Co-Founder, Real Vision & Global Macro Investor to the show for a discussion on debt, demographics and deflationary pressures.

Raoul discusses some of the structural deflationary forces that lie ahead for markets. How will these forces effect markets as the Fed, and central banks globally, progress through their fastest tightening cycle in recent history. How are rising rates & high inflation changing asset allocation in this period? Finally, Raoul shares his actionable trade idea, but to hear that, you'll have to tune in!
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This episode is sponsored by Saxo Bank. Saxo Bank offers unparalleled market coverage across fiat, crypto and metals. Moreover, they provide free currency subaccounts and competitive interest rates on deposits in local currencies. Learn more at https://goto.saxo/macrofx
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Follow Raoul: https://twitter.com/RaoulGMI
Follow Andreas: https://twitter.com/AndreasSteno
Follow Alf: https://twitter.com/MacroAlf
Follow Blockworks: https://twitter.com/Blockworks_

Subscribe To The Macro Compass: https://themacrocompass.substack.com/
Subscribe To Stenos Signals: https://andreassteno.substack.com/
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(00:00) Introduction
(00:42)Top Stories of The Week
(12:40) Feature Interview With Raoul Pal
(25:08) The Low Interest Rate Environment
(28:18) Powell Channelling His Inner Volcker
(34:22) What Could Bring Markets Lower?
(40:24) Raoul's Actionable Trade Idea
(47:40) Post Interview: Final Thoughts
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Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
Released:
Nov 6, 2022
Format:
Podcast episode

Titles in the series (63)

Every week, one of the best worldwide macro investors joins this unique show to talk about the economy, markets and elaborate the next big actionable macro trade! The show is hosted by two young and institutionally successful European macro stars: Alfonso Peccatiello (former Head of a $20bn Investment Portfolio at ING) and Andreas Steno Larsen (former Chief Strategist at Nordea).