“Still in a Disinflationary World” – Raoul Pal

Recession flashing in 2022 as the Fed tightens

On April 1st, Maggie Lake asks Real Vision co-founder and CEO Raoul Pal what his macro thesis is.  His response may surprise: “Interest rate rises are self-limiting because everybody’s too indebted and the aging population and that trend of bond yield, I call that the chart of truth, where bond yields go down over time, […]

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