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

Avsnitt(2086)

Here's How to Surf a Volatile 2022

Here's How to Surf a Volatile 2022

DB-Dec23,2021:What’s going on in Turkey, and why should we keep an eye on it? Daily Dirtnap editor Jared Dillian fills you in on what you need to know about the Turkish Lira. Nikola delivers its first...

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To What Degree Is Omicron a Threat to the Economic Recovery?

To What Degree Is Omicron a Threat to the Economic Recovery?

DB-Dec22,2021:The number of new cases in South Africa has slowed in recent weeks and is down more than 20% in the past week, pointing to the probability that the Omicron variant has reached its peak. ...

23 Dec 202142min

Markets Bounce Back, Ringing In Holiday Cheer Once Again

Markets Bounce Back, Ringing In Holiday Cheer Once Again

DB-Dec21,2021:After markets were down yesterday, oil, stocks, and crypto rebounded. Goldman Sachs also recently released their new projection for oil, explaining that oil could potentially reach $100 ...

22 Dec 202138min

Stocks, Oil, & Bitcoin Fall on Omicron Fears: A Not-So-Happy Holiday

Stocks, Oil, & Bitcoin Fall on Omicron Fears: A Not-So-Happy Holiday

DB-Dec20,2021:The Omicron fear factor has sent the entire market tumbling downhill – what does this mean for 2022? Jeffrey Schulze of ClearBridge discusses how you should protect your investments and ...

21 Dec 202134min

No Santa Rally? What's Behind the Big Tech Sell-Off

No Santa Rally? What's Behind the Big Tech Sell-Off

DB-Dec017,2021:At the year's end, people are normally buying the winning tech stocks. This year, however, people are selling. What is going on? Jim Bianco, president of Bianco Research, talks about th...

18 Dec 202136min

Did the Fed Topple Your Assets? Advice for Your Wallet

Did the Fed Topple Your Assets? Advice for Your Wallet

DB-Dec16,2021:As the Fed wages its battle against inflation by signaling raising interest rates in 2022 at a faster pace than expected, Liz Young, Head of Investment Strategy at SoFi, explains who the...

17 Dec 202138min

This Is What the Fed's Decision Means for You

This Is What the Fed's Decision Means for You

DB-Dec15,2021:In the most highly anticipated decision of the year, the Fed said it would ramp up its pace of tapering and hike rates three times in 2022. So what does that mean for your investments? D...

16 Dec 202135min

Fed Meeting Begins: What s Next for Stocks, Bitcoin, & Your Portfolio?

Fed Meeting Begins: What s Next for Stocks, Bitcoin, & Your Portfolio?

DB-Dec14,2021:The Fed meeting begins today, and Thomas Thornton joins the Daily Briefing to discuss what that means for stocks and Bitcoin. One thing’s for sure: we can probably expect a hike in inter...

15 Dec 202137min

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