The Interview - w/ Parrilla and Pal - A Macro Masterclass in Portfolio Construction and Management

The Interview - w/ Parrilla and Pal - A Macro Masterclass in Portfolio Construction and Management

Diego Parrilla, portfolio manager and author of "The Anti-Bubbles" and "The Energy World," returns to discuss his poignant predictions that are coming to fruition one-by-one in this conversation with Real Vision CEO and co-founder, Raoul Pal. As well, Parrilla gives a master class on how he has developed his own macro framework and the subsequent portfolio construction and management that has served him extremely well both before and after the March crash. After establishing his current outlook, Parrilla focuses on the 5% of his portfolio dedicated to finding outsized returns using options and what he calls the goalkeepers of your portfolio. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(2070)

Powell’s Caution, Slowing PMIs, and Tether’s $20B Ambition: PALvatar Market Recap, September 24 2025

Powell’s Caution, Slowing PMIs, and Tether’s $20B Ambition: PALvatar Market Recap, September 24 2025

🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe. ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powe...

24 Syys 20256min

Nvidia’s $100B AI Bet, Global PMI Divergence, and Fed Cut Odds: PALvatar Market Recap, September 23 2025

Nvidia’s $100B AI Bet, Global PMI Divergence, and Fed Cut Odds: PALvatar Market Recap, September 23 2025

🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe. ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powe...

23 Syys 20258min

The Post-Fed Landscape: Is Crypto Ready for Liftoff? | REKTVision

The Post-Fed Landscape: Is Crypto Ready for Liftoff? | REKTVision

Last week on REKT Vision, Mando, Rekt co-founder and author of the Mando Minutes newsletter, is joined by JPEG enthusiast (as he calls himself) gmoney. They discuss the biggest narratives and themes d...

23 Syys 20251h 5min

Gold Soars, Crypto Stumbles, and Fed Officials in Focus: PALvatar Market Recap, September 22 2025

Gold Soars, Crypto Stumbles, and Fed Officials in Focus: PALvatar Market Recap, September 22 2025

🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe. ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powe...

22 Syys 20255min

Fed Cuts, Flash Crash, and Geopolitics | Macro Mondays: September 22, 2025

Fed Cuts, Flash Crash, and Geopolitics | Macro Mondays: September 22, 2025

Andreas Steno and Mikkel Rosenvold of Steno Research are back to break down the biggest news and trends driving global markets. 🔥 *FINAL HOURS: Get 50% OFF Real Vision Connect* https://rvtv.io/3UenX...

22 Syys 202537min

BoJ Surprise Dissent, UK Fiscal Concerns, and US Market Highs: PALvatar Market Recap, September 19 2025

BoJ Surprise Dissent, UK Fiscal Concerns, and US Market Highs: PALvatar Market Recap, September 19 2025

🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe. ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powe...

19 Syys 20255min

Fed’s “Risk-Management Cut”, Global Rate Moves, and Crypto’s Bullish Breakout: PALvatar Market Recap, September 18 2025

Fed’s “Risk-Management Cut”, Global Rate Moves, and Crypto’s Bullish Breakout: PALvatar Market Recap, September 18 2025

🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe. ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powe...

18 Syys 20255min

Fed Rate Cut Expectations, Strong US Retail, and China’s Nvidia Ban: PALvatar Market Recap, September 17 2025

Fed Rate Cut Expectations, Strong US Retail, and China’s Nvidia Ban: PALvatar Market Recap, September 17 2025

🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe. ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powe...

17 Syys 20256min

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