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)

Geopolitical Diplomacy, Eurozone Surplus, and Jackson Hole Anticipation: PALvatar Market Recap, August 19 2025

Geopolitical Diplomacy, Eurozone Surplus, and Jackson Hole Anticipation: PALvatar Market Recap, August 19 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...

19 Aug 20255min

Markets Are NOT Priced for Perfection | Macro Mondays: August 18, 2025

Markets Are NOT Priced for Perfection | Macro Mondays: August 18, 2025

Andreas Steno and Mikkel Rosenvold of Steno Research are back to discuss Putin and Trump's meeting in Alaska, what the latest economic data prints mean for markets, the Fed's Jackson Hole conference, ...

18 Aug 202538min

Ukraine Peace Talks, Jackson Hole Anticipation, and Crypto Profit-Taking: PALvatar Market Recap, August 18 2025

Ukraine Peace Talks, Jackson Hole Anticipation, and Crypto Profit-Taking: PALvatar Market Recap, August 18 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...

18 Aug 20256min

China Slowdown, Japan’s GDP Surprise, and Bitcoin Reserve Confusion: PALvatar Market Recap, August 15 2025

China Slowdown, Japan’s GDP Surprise, and Bitcoin Reserve Confusion: PALvatar Market Recap, August 15 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...

15 Aug 20256min

Hot US PPI, UK GDP Surprise, and Bitcoin’s Retreat: PALvatar Market Recap, August 14 2025

Hot US PPI, UK GDP Surprise, and Bitcoin’s Retreat: PALvatar Market Recap, August 14 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...

14 Aug 20255min

Trading the Markets: August 13, 2025 | Kris Bullock and Bijan Maleki

Trading the Markets: August 13, 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 ...

13 Aug 202540min

US Inflation Reaction, Tariff Truce Boosts Markets, and Crypto Rally: PALvatar Market Recap, August 13 2025

US Inflation Reaction, Tariff Truce Boosts Markets, and Crypto Rally: PALvatar Market Recap, August 13 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...

13 Aug 20254min

Sticky US Core CPI, China Tariff Pause, and Ethereum ETF Surge: PALvatar Market Recap, August 12 2025

Sticky US Core CPI, China Tariff Pause, and Ethereum ETF Surge: PALvatar Market Recap, August 12 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...

12 Aug 20255min

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