The Law Of Unintended Consequences Part 1 (w/ Raoul Pal) | Macro Insiders | Real Vision™

Raoul Pal, author of the Global Macro Investor, brings you a critical and eye-opening update on the dollar, the knock-on effect in emerging markets, and the Law of Unintended Consequences on Real Vision Television.

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The Law Of Unintended Consequences Part 1 (w/ Raoul Pal) | Macro Insiders | Real Vision™

[Aman]

He was spot on with the falling commodity prices.  He must've had a good year so far.

[olgachumak]

Listening to it in a five-year time is mind-blowing. How shrewd could be a human thought.

[lindaardito]

Thank you.  Your charts are worth a thousand words.  All economies are inter-connected.  I agree, there are disadvantages of the oil collapse- oil companies going bust, default of loans, decreased cap-ex spending by these companies, increased unemployment in the U.S., however,  most "so called" experts keep touting how great the oil collapse in the U.S. is.   

[agedvagabond]

I really like this video as someone who started trading global macro themes it has reaffirmed a lot of what I learned from the books.

[allstar]

"Stay focused this shits really real." And, fast forward from Jan 2015 till now I would say he nailed it.

[roym]

RVF it would be nice to have more videos in this format.

[urbaninvestments]

why couldn't I have seen this in early 2015. spot on in all aspects!

[handyrams]

Very good presentation of fundamental with touch of technical.

[evilintheeast]

Hi,
I'm not a trader, all thoughts are welcome.
so I want to throw this out there
I live in Japan and I hold Gold/Silver/real estate.
Should I buy Dollars or RNB next?
Thanks, and for the vid as well..

[jerrysmith]

who u you buy your charting software from??

[nyxdoc]

Is it possible to meet with you for a consultation?

[forcemajeure]

Hi, really interesting what you have said in this video, as it has appeared to have played out that way. Wondering how things will play out now that there are signs of a global economic slowdown and maybe more QE to come. Many thanks

[wendybevan]

And, good Sir..
The gold cross rate with all fiat currencies?
New highs for 70 plus different countries?

[Brettagher]

A little early on the EM shock, but correct nonetheless.

[scottik]

One and half years on, wish I saw this back then!

[knucklehead-zw]

Can somebody tell me what is meant by "Dollar-Yen"?  At 3:02, he says, "I think the first thing we need to look at is the chance of Dollar-Yen".  Please tell me what this means if you know.  Thanks in advance!

[wendybevan]

Jim Roger's said usd would SOAR before the BIG event

[Wood]

I wish I had watched this earlier; I'm starting to figure out what's going on now

[dannos]

Here we are about a year later and Wal-Mart who should have benefited from a strong dollar and cheap oil has had its stock price go from ~$90 to ~60. This probably implies the US consumer is tapped out. And Wal-Mart is still trading at TTM P/E of 13. I consider fair value around 6-8.

[kirstinstrand]

Now..
3 years later, currencies are definitely in transition..