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Contenido proporcionado por Superinvestors and the Art of Worldly Wisdom and Jesse Felder. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Superinvestors and the Art of Worldly Wisdom and Jesse Felder o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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#8: Raoul Pal on Putting Together the Global Macro Puzzle

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Manage episode 182677285 series 1452134
Contenido proporcionado por Superinvestors and the Art of Worldly Wisdom and Jesse Felder. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Superinvestors and the Art of Worldly Wisdom and Jesse Felder o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Raoul Pal readily admits he had the good fortune of being in the right place at the right time very early in his investment career. After getting his start during the depths of the recession brought on by the savings and loan crisis, Raoul eventually found himself covering the hedge fund industry for Goldman Sachs. Here he was essentially mentored by the likes of Louis Bacon, Julian Robertson and Paul Tudor Jones. In this conversation, Raoul discusses the lessons he learned during this time, the greatest trade he ever witnessed and how these helped form the global macro investing framework he uses today. He also shares some of his current investment ideas along with what he sees as the most glaring and massive risk to individual investors over the coming decade. For links and charts related to this episode visit TheFelderReport.com.
  continue reading

57 episodios

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Manage episode 182677285 series 1452134
Contenido proporcionado por Superinvestors and the Art of Worldly Wisdom and Jesse Felder. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Superinvestors and the Art of Worldly Wisdom and Jesse Felder o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Raoul Pal readily admits he had the good fortune of being in the right place at the right time very early in his investment career. After getting his start during the depths of the recession brought on by the savings and loan crisis, Raoul eventually found himself covering the hedge fund industry for Goldman Sachs. Here he was essentially mentored by the likes of Louis Bacon, Julian Robertson and Paul Tudor Jones. In this conversation, Raoul discusses the lessons he learned during this time, the greatest trade he ever witnessed and how these helped form the global macro investing framework he uses today. He also shares some of his current investment ideas along with what he sees as the most glaring and massive risk to individual investors over the coming decade. For links and charts related to this episode visit TheFelderReport.com.
  continue reading

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