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)

Trump Fires Fed Governor, Weak US Manufacturing, and French Political Turmoil: PALvatar Market Recap, August 26 2025

Trump Fires Fed Governor, Weak US Manufacturing, and French Political Turmoil: PALvatar Market Recap, August 26 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...

26 Aug 20254min

Crypto Volatility, China Rallies... Is the U.S. Next? | Macro Mondays: August 25, 2025

Crypto Volatility, China Rallies... Is the U.S. Next? | Macro Mondays: August 25, 2025

🔥 *FINAL HOURS: Get 50% OFF Real Vision Connect* https://rvtv.io/3UenXVY Andreas Steno and Mikkel Rosenvold of Steno Research are back to break down the fallout from Fed Chair Jerome Powell’s Jackso...

25 Aug 202534min

Fed’s Dovish Shift, U.S. Housing Data, and German Business Optimism: PALvatar Market Recap, August 25 2025

Fed’s Dovish Shift, U.S. Housing Data, and German Business Optimism: PALvatar Market Recap, August 25 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...

25 Aug 20254min

Fed at Jackson Hole: The Message for Crypto | Rekt Vision

Fed at Jackson Hole: The Message for Crypto | Rekt Vision

🔥 *Check out Bitwise at https://bitwiseinvestments.com and let them know that Real Vision mentioned them*. This week on REKT Vision, Mando, Rekt co-founder and author of the Mando Minutes newslette...

22 Aug 20251h 3min

Jackson Hole Anticipation, German GDP Shock, and Global Inflation Pressures: PALvatar Market Recap, August 22 2025

Jackson Hole Anticipation, German GDP Shock, and Global Inflation Pressures: PALvatar Market Recap, August 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 Aug 20255min

Global PMI Surprises, India’s Record Growth, and Jackson Hole Anticipation: PALvatar Market Recap, August 21 2025

Global PMI Surprises, India’s Record Growth, and Jackson Hole Anticipation: PALvatar Market Recap, August 21 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...

21 Aug 20257min

Trading the Markets: August 20, 2025 | Kris Bullock and Bijan Maleki

Trading the Markets: August 20, 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 trades from ...

20 Aug 202533min

Tech Stock Sell-Off, UK Inflation Surprise, and Crypto Miner Squeeze: PALvatar Market Recap, August 20 2025

Tech Stock Sell-Off, UK Inflation Surprise, and Crypto Miner Squeeze: PALvatar Market Recap, August 20 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...

20 Aug 20256min

Populært innen Business og økonomi

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