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(2070)

Andreas and Mikkel are back to break down the biggest headlines moving markets.

Andreas and Mikkel are back to break down the biggest headlines moving markets.

🔥 *FINAL HOURS: Get 50% OFF Real Vision Connect* https://rvtv.io/3UenXVY Andreas Steno and Mikkel Rosenvold of Steno Research dissect the latest news and trends after another weak jobs reports injec...

8 Sep 202538min

Fed Rate Cut Bets, Political Shifts in Japan and France, and Gold’s Record Surge: PALvatar Market Recap, September 8 2025

Fed Rate Cut Bets, Political Shifts in Japan and France, and Gold’s Record Surge: PALvatar Market Recap, September 8 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...

8 Sep 20255min

Crypto Seesaws on Weak U.S. Jobs Data | Trading Cards Bonanza | REKTVision

Crypto Seesaws on Weak U.S. Jobs Data | Trading Cards Bonanza | REKTVision

This week on REKT Vision, Mando, Rekt co-founder and author of the Mando Minutes newsletter, is joined by Spencer, CEO of Orange Cap Games and Spencer Ventures. They discuss the biggest narratives and...

5 Sep 20251h 9min

Weak US Jobs Report, Falling German Orders, and Crypto Market Turbulence: PALvatar Market Recap, September 5 2025

Weak US Jobs Report, Falling German Orders, and Crypto Market Turbulence: PALvatar Market Recap, September 5 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...

5 Sep 20255min

Fed Dovish Turn, U.S. Labor Weakness, and Polymarket’s U.S. Return: PALvatar Market Recap, September 4 2025

Fed Dovish Turn, U.S. Labor Weakness, and Polymarket’s U.S. Return: PALvatar Market Recap, September 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 Sep 20256min

Trading the Markets: September 3, 2025 | Kris Bullock and Bijan Maleki

Trading the Markets: September 3, 2025 | Kris Bullock and Bijan Maleki

🔥 *Get 50% OFF RV Connect for a limited time* https://rvtv.io/3UenXVY It's time to talk Trade Ideas... Real Vision's Kris Bullock and Bijan Maleki are back to break down their favorite trade ideas ...

3 Sep 202535min

Global Bond Sell-Off, PMI Surprises, and Crypto Legitimacy: PALvatar Market Recap, September 3 2025

Global Bond Sell-Off, PMI Surprises, and Crypto Legitimacy: PALvatar Market Recap, September 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 Sep 20257min

Eurozone Inflation, UK Gilt Surge, and Gold’s Record High: PALvatar Market Recap, September 2 2025

Eurozone Inflation, UK Gilt Surge, and Gold’s Record High: PALvatar Market Recap, September 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 Sep 20255min

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