Macro Insiders

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Our retail product published in collaboration with Raoul Pal of GMI and Real Vision TV.  It is a lighter macro research newsletter focused on assets available to retail investors. Many of our clients use it to reinforce the message.

Macro Insiders: Flash Update from Raoul Pal

February 2, 2023

Raoul wants to add a trade…

Macro Insiders: In Focus Trade Portfolio - February 2023

February 1, 2023

This publication is your ‘go-to’ to view a summary of trade recommendations proposed by Julian and Raoul in their respective In Focus pieces. Each month, we update the performance of these trade recommendations, adding and removing trades as per the advice given in any In Focus publication or Flash Update.

Macro Insiders: Deep Dive from Julian Brigden - Debt, Demographics, and the CCP

January 30, 2023

Despite the recent rally, China faces challenges which will require hard choices in the years ahead. Given the geopolitical test China faces, CCP policies will be a key input in determining the macro environment for the decade to come. Corporate debt investors will be on the front lines of any conflict.

Macro Insiders: In Focus from Raoul Pal - EU ETS -A New Dawn

January 23, 2023

This month Raoul hosts a guest article by Lawson Steele, updating us on the opportunity in EU Carbon allowances in 2023/24.

Macro Insiders: In Focus from Julian - Seeds of Change

January 17, 2023

US Exceptionalism has dominated the investment landscape since the GFC lows. The tide appears to have turned as capital returns home or goes in search of value outside of the US. If this persists, it will have implications for asset allocation within equities with a reflexive impact on currencies. A thesis follows.

Macro Insiders: Insider Talks with Julian and Raoul – January 2023

January 13, 2023

In this month’s Insider Talks, Raoul and Julian will be going live ET on January 13th to share their thoughts on financial markets and answer questions from Real Vision Pro members. Moderated by MI2 Partners’ Harry Melandri.

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