All Star Interviews Season 3, Episode 9: Raoul Pal, Founder & CEO of Global Macro Investor & Real Vision Group

JC Parets
September 14, 2019

Raoul Pal is someone whose work I've admired for years, both for his global macro perspective on the markets and the amazing job he and his team have done with Real Vision. I like how they've removed a lot of the conflicts of interest that come with traditional media reporting and the sensationalizing that comes along as a result.

As a Macro Analyst, he does a lot of intermarket, or "cross-asset", analysis. Raoul and I see the world through a similar lens. One area where we differ is in our experiences throughout our careers and how that's shaped our view points and biases. I really enjoyed that part of the conversation. As far as current markets are concerned, Raoul thinks that negative rates in the U.S. are a real possibility. He's pointing out 30+ year trends in the bonds market. We discuss Bonds as well as a wide variety of topics in this episode.

I really want to thank Raoul for coming on. He was an excellent guest. Make sure to follow him on Twitter @RaoulGMI

  • Asian currency Index: biggest chart pattern in the history of FX?
  • Is it possible that the move from 9 to 6 was just a correction???!
  • Fed Broad Trade Weighted Dollar Index
  • Here is the regression channel on US 2 yr bonds....

Asian currency Index: biggest chart pattern in the history of FX?

ADXY

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Is it possible that the move from 9 to 6 was just a correction???!

RMB

Click image to enlarge

 

Fed Broad Trade Weighted Dollar Index

USTWBROA Index

Click image to enlarge

 

Here is the regression channel on US 2 yr bonds....

USGG2YR

Click image to enlarge

 

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