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: July 28, 2025 | Andreas Steno & Mikkel Rosenvold

Macro Mondays: July 28, 2025 | Andreas Steno & Mikkel Rosenvold

After a week off on holiday, Steno Research founder and CEO Andreas Steno and his co-host, Mikkel Rosenvold, partner and head of geopolitics for Steno Research, are back to break down the latest news ...

28 Jul 202534min

US-EU Tariff Deal, Fed Rate Watch, and China’s Industrial Struggles: PALvatar Market Recap, July 28 2025

US-EU Tariff Deal, Fed Rate Watch, and China’s Industrial Struggles: PALvatar Market Recap, July 28 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...

28 Jul 20254min

Which Crypto Majors Will Benefit From AI? | Rekt Vision

Which Crypto Majors Will Benefit From AI? | Rekt Vision

📣 Following the departure of OSF (details on that in the last Drinks With OSF and Mando), Mando, Rekt co-founder and author of the Mando Minutes newsletter, will be joined by a roster of new contribu...

25 Jul 20251h 9min

Trump vs. Powell, Global PMI Signals, and FTX Repayments: PALvatar Market Recap, July 25 2025

Trump vs. Powell, Global PMI Signals, and FTX Repayments: PALvatar Market Recap, July 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 Jul 20255min

EU-China Talks, ECB Holds Rates, and Global PMI Pulse: PALvatar Market Recap, July 24 2025

EU-China Talks, ECB Holds Rates, and Global PMI Pulse: PALvatar Market Recap, July 24 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...

24 Jul 20256min

Trading the Markets: July 23, 2025 | Kris Bullock and Bijan Maleki

Trading the Markets: July 23, 2025 | Kris Bullock and Bijan Maleki

🔥 *Get Raoul Pal's FREE Report to Unf*ck Your Future* https://rvtv.io/3YOZZUe It's time to talk Trade Ideas... Real Vision's Kris Bullock and Bijan Maleki are back to break down their favorite tra...

23 Jul 202526min

US-Japan Trade Deal, ECB Decision Preview, and Oil Inventory Drop: PALvatar Market Recap, July 23 2025

US-Japan Trade Deal, ECB Decision Preview, and Oil Inventory Drop: PALvatar Market Recap, July 23 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...

23 Jul 20254min

UK Borrowing Surge, Market Caution, and JPMorgan’s Crypto Play: PALvatar Market Recap, July 22 2025

UK Borrowing Surge, Market Caution, and JPMorgan’s Crypto Play: PALvatar Market Recap, July 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 Jul 20254min

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