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(2083)

#1029 - Fresh Signs of a Soft Landing? with Cullen Roche | Jobs Data, the Fed, & Rate Expectations

#1029 - Fresh Signs of a Soft Landing? with Cullen Roche | Jobs Data, the Fed, & Rate Expectations

🔥 Chintai: Explore how you can take advantage of tokenizing by visiting www.realvision.com/chintai. Cullen Roche, founder and CIO of Discipline Funds, joins Maggie Lake to discuss the market reaction...

3 Maj 202439min

#1028 - How to Navigate the AI Trends with Raoul, Imran Lakha, & David Mattin | AI, Apple & Google

#1028 - How to Navigate the AI Trends with Raoul, Imran Lakha, & David Mattin | AI, Apple & Google

🔥 LIMITED OFFER: Join Real Vision Crypto https://rvtv.io/3WaWTsV Real Vision co-founder and CEO Raoul Pal, Options Insight founder Imran Lakha, and David Mattin, author of New World Same Humans, join...

2 Maj 20241h 2min

#1027 - Higher For Longer… Then What? with Darius Dale? | Inflation, Rates, & The Fed

#1027 - Higher For Longer… Then What? with Darius Dale? | Inflation, Rates, & The Fed

🔥 LIMITED OFFER: Join Real Vision Crypto https://rvtv.io/3WaWTsV Darius Dale, founder of 42 Macro, joins Maggie Lake to analyze the market reaction to today's Fed interest rate decision, Fed Chair Je...

1 Maj 202442min

#1026 - Sell in May or Chop Away? with Mish Schneider | Netflix, Commodities, & Crypto

#1026 - Sell in May or Chop Away? with Mish Schneider | Netflix, Commodities, & Crypto

🔥 LIMITED OFFER: Join Real Vision Crypto https://rvtv.io/3WaWTsV Mish Schneider, chief strategist at MarketGauge, joins Maggie Lake to discuss the recent market pullback, the latest action in commodi...

30 Apr 202440min

#1025 - The Biggest Geopolitical Risks to Markets? with Peter Zeihan | Middle East Conflict, China & the U.S. Election

#1025 - The Biggest Geopolitical Risks to Markets? with Peter Zeihan | Middle East Conflict, China & the U.S. Election

🔥 LIMITED OFFER: Join Real Vision Crypto https://rvtv.io/44e8Yj0 🔥 Chintai: Explore how you can take advantage of tokenizing by visiting www.realvision.com/chintai. Peter Zeihan, geopolitical strate...

29 Apr 202456min

Raoul Pal: Unlocking the Secret Cellar with Club dVIN

Raoul Pal: Unlocking the Secret Cellar with Club dVIN

🔥 LIMITED OFFER: Join Real Vision Crypto https://rvtv.io/3WaWTsV 🔥 Chintai: Explore how you can take advantage of tokenizing by visiting www.realvision.com/chintai. Real Vision co-founder and CEO Ra...

28 Apr 20241h 20min

Chris Sullivan: 3 Crypto Ideas That Could Change the World

Chris Sullivan: 3 Crypto Ideas That Could Change the World

🔥 LIMITED OFFER: Join Real Vision Crypto https://rvtv.io/44e8Yj0 🔥 Chintai: Explore how you can take advantage of tokenizing by visiting www.realvision.com/chintai. Senior host and crypto editor Ash...

27 Apr 20241h 7min

#1024 - Has the Fed Lost Its Way? with Jim Bianco | Rates, Inflation, & Bitcoin

#1024 - Has the Fed Lost Its Way? with Jim Bianco | Rates, Inflation, & Bitcoin

🔥 LIMITED OFFER: Join Real Vision Crypto https://rvtv.io/3WaWTsV 🔥 Chintai: Explore how you can take advantage of tokenizing by visiting www.realvision.com/chintai. Jim Bianco, president of Bianco R...

26 Apr 202447min

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