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)

Macro Mondays: August 11, 2025

Macro Mondays: August 11, 2025

Steno Research founder and CEO Andreas Steno and his co-host Mikkel Rosenvold, the firm's partner and head of geopolitics, are going live to break down the latest news and trends driving risk assets o...

11 Aug 202538min

Geopolitics, US Inflation Expectations, and Bitcoin Surge: PALvatar Market Recap, August 11 2025

Geopolitics, US Inflation Expectations, and Bitcoin Surge: PALvatar Market Recap, August 11 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...

11 Aug 20255min

Raoul is BACK: Has the Banana Zone Thesis Been Right? | Rekt Vision

Raoul is BACK: Has the Banana Zone Thesis Been Right? | Rekt Vision

🔥 *Limited time offer: Get 50% OFF on Real Vision Connect* https://rvtv.io/3UenXVY 🔥 *Download Raoul Pal's 5-year investing roadmap for free:* https://rvtv.io/41fVHWF This week on REKT Vision, Man...

8 Aug 202559min

BOJ Policy Shift, U.S. Jobless Spike, and Crypto Breakthroughs: PALvatar Market Recap, August 8 2025

BOJ Policy Shift, U.S. Jobless Spike, and Crypto Breakthroughs: PALvatar Market Recap, August 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 Aug 20256min

BoE Rate Cut, China Trade Surprise, and Trump-Putin Meeting Plans: PALvatar Market Recap, August 07 2025

BoE Rate Cut, China Trade Surprise, and Trump-Putin Meeting Plans: PALvatar Market Recap, August 07 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...

7 Aug 20255min

US Services Stagnation, Eurozone Weakness, and Crypto Staking Relief: PALvatar Market Recap, August 6 2025

US Services Stagnation, Eurozone Weakness, and Crypto Staking Relief: PALvatar Market Recap, August 6 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...

6 Aug 20255min

Fed Rate Cut Bets Surge, Global PMIs Mixed, and Trump Eyes Crypto: PALvatar Market Recap, August 5 2025

Fed Rate Cut Bets Surge, Global PMIs Mixed, and Trump Eyes Crypto: PALvatar Market Recap, August 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 Aug 20255min

What's In Store for August? | Macro Mondays: August 4, 2025

What's In Store for August? | Macro Mondays: August 4, 2025

Steno Research founder and CEO Andreas Steno is back with his co-host, Mikkel Rosenvold, the firm's partner and head of geopolitics, to dissect the latest macro news — from Trump's tariffs and crypto ...

4 Aug 202539min

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