Making Sense of Massive Change

Making Sense of Massive Change

Russell Clark, one of Real Vision’s favorite guest-personalities, returns for another engrossing conversation with Raoul Pal. Russell always brings fresh perspectives, and Raoul is always keen to draw on his current thinking to help make sense of what’s happening around us. In short, Russell’s current sense is that everything has changed. In a far-ranging conversation, Russell and Raoul weigh the impact of innovations such as extracting oil and gas from shale, the ongoing center-of-gravity shift from capital to labor, and the vulnerabilities of centralized risk management. Russell notes that clearing houses are now the center of trading activity; they price risk differently than central banks, and he describes how that works and how that doesn't work. “The collateral,” says Russell, “can never go bust.” The world is changing, rapidly. This is a great way to catch up. To read more of Russell's work, visit www.russell-clark.com. Recorded on March 1, 2022. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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Episoder(2129)

U.S. Rescues The Yen | Macro Mondays: August 3, 2026

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22 Jul 1h 3min

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20 Jul 35min

Why Bitcoin Still Can’t Catch a Bid?| Trading The Markets w/ Kris Bullock & Bijan Maleki

Why Bitcoin Still Can’t Catch a Bid?| Trading The Markets w/ Kris Bullock & Bijan Maleki

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15 Jul 55min

Why Did the Iran War Restart? | Macro Mondays, July 13, 2026

Why Did the Iran War Restart? | Macro Mondays, July 13, 2026

Andreas Steno and Mikkel Rosenvold are back with the latest Macro Mondays to discuss the latest escalation in the Middle East and what the impact might be; a slowdown in Korean chip exports and what i...

13 Jul 36min

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RV crypto contributor Kris Bullock, aka Blastoplast, is back to dig into the latest price action and answer your questions on all things technical analysis in the world of macro and crypto, including ...

8 Jul 1h 6min

The Fed's Mistake | Macro Mondays: July 6, 2026

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Andreas Steno Larsen and Mikkel Rosenvold are back to tackle one of the biggest questions in markets right now: have central banks misread the macro backdrop? They break down why inflation may be fall...

6 Jul 36min

Is Everyone Wrong About the Dollar? | Macro Mondays

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Andreas Steno and Mikkel Rosenvold are back in an episode of Macro Mondays that covers why everyone is wrong-footed on U.S. dollar positioning, what the latest developments in the U.S.–Iran ceasefire ...

29 Jun 35min

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