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

Episoder(2044)

What’s on Raoul Pal's Mind?

What’s on Raoul Pal's Mind?

This episode is in partnership with The Gold Investment Letter - helping sophisticated investors successfully navigate capital markets and maximize profits in gold, silver, and mining stocks. GIL discovers the most undervalued companies and isolates special situations in the mining sector for our members. Sign up for our free E-letter for immediate action: https://www.goldinvestmentletter.com/realvision Ask Raoul anything as he takes over the Daily Briefing. Raoul Pal, co-founder and CEO of Real Vision, takes over the helm to update us on what's driving global markets, his big-picture outlook, and how AI is going to change the way we work. Plus, he's taking questions — so join the live stream now and get yours in. Learn more about your ad choices. Visit podcastchoices.com/adchoices

18 Apr 20231h 11min

Will Earnings Be a Catalyst for Bulls?

Will Earnings Be a Catalyst for Bulls?

This episode is in partnership with The Gold Investment Letter - helping sophisticated investors successfully navigate capital markets and maximize profits in gold, silver, and mining stocks. GIL discovers the most undervalued companies and isolates special situations in the mining sector for our members. Sign up for our free E-letter for immediate action: https://www.goldinvestmentletter.com/realvision As corporate earnings season rolls on, let's take a technical look at the price action. Maggie Lake is joined by Katie Stockton, founder and managing partner of Fairlead Strategies, to discuss the technical setup for markets, key levels to watch, and what risks are facing investors. Learn more about your ad choices. Visit podcastchoices.com/adchoices

17 Apr 202334min

Raoul Pal & Fvckrender: A Leading Digital Artist's Journey Into NFTs

Raoul Pal & Fvckrender: A Leading Digital Artist's Journey Into NFTs

Want to know what it's like to become a premiere digital artist? Fvckrender is known worldwide as one of the premiere digital artists working today, but few know his story from skateboarder in the streets of Quebec to a leader of the NFT movement. Fvckrender joins Raoul to dig into that journey, the current status of the space, and where he sees NFTs and digital art going in the future. The pair also cover PFPs vs. one-of-ones, the current race to the bottom between Opensea and Blur, and the future of immersive art experiences. Recorded on April 4, 2023. Learn more about your ad choices. Visit podcastchoices.com/adchoices

15 Apr 202347min

What Are Bank Earnings Telling Us?

What Are Bank Earnings Telling Us?

Markets struggle despite strong bank earnings. Ash Bennington is joined by Brent Donnelly, president of Spectra Markets, to help break down where markets stand after the start of earnings season. In the second half of today's show, Brent will walk through some of his FX trades and where he sees the dollar heading. Learn more about your ad choices. Visit podcastchoices.com/adchoices

14 Apr 20231h 5min

Staying Afloat in a Sea of Data

Staying Afloat in a Sea of Data

U.S. producer prices fell in March as stocks, gold, and crypto all pushed higher. Mark Ritchie II, manager of RTM3 Capital Advisors and analyst at Minervini Private Access, joins Ash Bennington to share why he sees a bullish signal in bond yields. Plus, Mark will discuss where he sees value in the "mixed bag" of equities. Learn more about your ad choices. Visit podcastchoices.com/adchoices

13 Apr 202338min

Is Inflation Cooling Enough for the Fed?

Is Inflation Cooling Enough for the Fed?

The annual inflation rate for March touched the lowest level since May 2021. But what's beneath the surface? Imran Lakha, the founder of Options Insight, joins Ash Bennington to analyze today's CPI print, what we learned from the Fed minutes, and what signals he sees in the options market. Learn more about your ad choices. Visit podcastchoices.com/adchoices

12 Apr 202339min

All Eyes on Tomorrow's CPI Print

All Eyes on Tomorrow's CPI Print

U.S. markets are mixed and BTC is bouncing as investors await tomorrow's inflation data. Mike Alfred, founder and managing partner at Alpine Fox LP, joins Ash Bennington to preview tomorrow's U.S. inflation print, share his outlook on equities, and explain why he remains bullish on bitcoin. Learn more about your ad choices. Visit podcastchoices.com/adchoices

11 Apr 202336min

What Are We Missing in China?

What Are We Missing in China?

Ash Bennington is joined by Liqian Ren, director of Modern Alpha at WisdomTree Investments, to illuminate the intricacies of the Chinese economy and market opportunities. You can find more of Liqian’s work here: https://www.wisdomtree.com/investments Learn more about your ad choices. Visit podcastchoices.com/adchoices

10 Apr 202337min

Populært innen Business og økonomi

stopp-verden
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
pengepodden-2
utbytte
finansredaksjonen
stormkast-med-valebrokk-stordalen
livet-pa-veien-med-jan-erik-larssen
tid-er-penger-en-podcast-med-peter-warren
pengesnakk
okonomiamatorene
morgenkaffen-med-finansavisen
lederpodden
lydartikler-fra-aftenposten
rss-investering-gjort-enkelt
rss-markedspuls-2
rss-fa-makro
rss-impressions-2