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)

The Knock-On Effect #4 - Tariffs and Cork

The Knock-On Effect #4 - Tariffs and Cork

Why will U.S. tariffs lead to a resurgence for the global cork industry? Justine and Alex explain, along the way discussing Australian wine, cork shoes and the Chinese consumer. Learn more about your ...

8 Kesä 201827min

The Knock-On Effect #3 - Crude Oil Boom, Craft Beer Gloom

The Knock-On Effect #3 - Crude Oil Boom, Craft Beer Gloom

Why will higher oil prices result in disappointed craft beer drinkers? Justine and Alex discuss. Plus, Alex delves into the world of academia, and discusses an interesting finding about the way stocks...

1 Kesä 201834min

The Knock-On Effect #2 - Rising Rates and Sandy Tracks

The Knock-On Effect #2 - Rising Rates and Sandy Tracks

Why will rising rates leave tire tracks on the world’s great beaches? Alex, Roger and Justine discuss. Plus, a high-pressure debate over whether stocks will fall 20% within the next year. Filmed on Ma...

25 Touko 201824min

The Knock-on Effect #1 - Protectionism and Red Velvet Cake

The Knock-on Effect #1 - Protectionism and Red Velvet Cake

In this inaugural episode of “The Knock-On Effect,” Justine and Roger try to convince Alex that a U.S. crackdown on free trade could lead American red velvet cakes to turn pink. Yes, really. Plus, Ale...

18 Touko 201826min

Adventures in Finance 66 - Collective Wisdom: The best pieces of advice ever received by Real Vision contributors

Adventures in Finance 66 - Collective Wisdom: The best pieces of advice ever received by Real Vision contributors

What’s the single best piece of advice you’ve ever received, and how have you applied it over the course of your investment career? In this episode of the “Adventures in Finance” series, eight of our ...

11 Touko 20181h 19min

Adventures in Finance 65 - A Revolution is underway: Stock markets, oil, bonds and Real Vision

Adventures in Finance 65 - A Revolution is underway: Stock markets, oil, bonds and Real Vision

Real Vision’s CEO and macro-economist, Raoul Pal, offers his latest thoughts on the bond market, the dollar, oil and the business cycle as well as an update on what the future holds for Real Vision. I...

4 Touko 20181h 6min

Adventures in Finance 64 - Crossing the Rubicon? The Bond Market’s Big Move

Adventures in Finance 64 - Crossing the Rubicon? The Bond Market’s Big Move

With the 10-year yield peaking above 3% this week, is the low finally in for the 10-year yield? How high is it liable to rise? How might the Fed and inflation play into this? And what could it all mea...

27 Huhti 201858min

Adventures in Finance 63 - Reality Check? The Case for Stocks

Adventures in Finance 63 - Reality Check? The Case for Stocks

After a treacherous few months for equities, investor sentiment appears to have turned relatively ursine. But is the reality that stocks will continue to rise in the short-term at least? Neil Azous of...

20 Huhti 201854min

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