Framework

Raoul's Framework for 2021 and Beyond

by Tyler Durden Friday, Jan 08, 2021 – 18:07 Real Vision CEO Raoul Pal returns to the Daily Briefing to share with Ash Bennington his updated thesis for the new year. Raoul argues that the prevailing narrative around reflation is a “one-sided bet” (short bonds, short dollars, long commodities, and long equities) that offers little…