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)

Trading the Markets: June 4, 2025

Trading the Markets: June 4, 2025

🔥 *Get Raoul Pal's FREE Report to Unf*ck Your Future* https://rvtv.io/3YOZZUe It's time to talk Trade Ideas... Real Vision's Kris Bullock and Nico Brugge are back to break down their favorite trad...

4 Kesä 202544min

ECB Rate Cut, German Tax Breaks, and Strong U.S. Jobs Data: PALvatar Market Recap, June 4 2025

ECB Rate Cut, German Tax Breaks, and Strong U.S. Jobs Data: PALvatar Market Recap, June 4 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...

4 Kesä 20255min

Ukraine Strikes and Market Moves | Macro Mondays (June 2, 2025)

Ukraine Strikes and Market Moves | Macro Mondays (June 2, 2025)

Andreas Steno, founder and CEO of Steno Research, joins Mikkel Rosenvold, the firm's partner and head of geopolitics, to discuss the latest Ukrainian drone strike on Russian air bases, surging commodi...

3 Kesä 202532min

Eurozone Inflation Falls, China’s PMI Slumps, and OECD Cuts Forecasts: PALvatar Market Recap, June 3 2025

Eurozone Inflation Falls, China’s PMI Slumps, and OECD Cuts Forecasts: PALvatar Market Recap, June 3 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...

3 Kesä 20256min

Tariff Tensions, Japan’s CapEx Surprise, and Eurozone PMI Stabilization: PALvatar Market Recap, June 2 2025

Tariff Tensions, Japan’s CapEx Surprise, and Eurozone PMI Stabilization: PALvatar Market Recap, June 2 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...

2 Kesä 20254min

Tariff Reinstatement, Falling PCE Inflation, and Rising Jobless Claims: PALvatar Market Recap, May 30 2025

Tariff Reinstatement, Falling PCE Inflation, and Rising Jobless Claims: PALvatar Market Recap, May 30 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—po...

2 Kesä 20255min

Crypto Whipsaws on Tariff Uncertainty | OSF and Mando | Rekt Vision

Crypto Whipsaws on Tariff Uncertainty | OSF and Mando | Rekt Vision

📣 Rekt co-founders OSF and Mando, also the author of the Mando Minutes newsletter, are back to discuss the biggest narratives and themes driving cryptocurrencies right now. They discuss the latest ma...

30 Touko 202558min

Tariff Ruling, Nvidia’s Blowout Earnings, and Global Sentiment Uptick: PALvatar Market Recap, May 29 2025

Tariff Ruling, Nvidia’s Blowout Earnings, and Global Sentiment Uptick: PALvatar Market Recap, May 29 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...

29 Touko 20255min

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