Erik Townsend welcomes back Raoul Pal, co-founder of Real Vision TV back to MacroVoices. Erik and Raoul discuss:
- Trump impact on the U.S. Dollar
- Is the bond bull market over and where are yields moving from here
- Update on the business cycle (spoiler alert: it is long in the tooth)
- Looking at the European banks and can they survive the next recession
- The overcrowded VIX contango trade
- The short-term direction of gold
- The big opportunities of 2017
- Update on crude oil
- Junk bonds, when do the credit risk return
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Raoul Pal has previously co-managed the GLG Global Macro Fund in London for GLG Partners, one of the largest hedge fund groups in the world. He came to GLG from Goldman Sachs where he co-managed the hedge fund sales business in Equities and Equity Derivatives in Europe. Other stop-off points on the way were Natwest Markets and HSBC. He started his career training traders in technical analysis.
Raoul retired from managing client money in 2004 at the age of 36 and now writes for The Global Macro Investor, his flagship publication on global markets, and is a co-founder of Real Vision TV, the world's first video on demand service for investors.
