Episodes

Buy Bonds, Wear Diamonds and Own Property In the Caymans

Episode #140 | February 6, 2020

In This Episode

The Coronavirus continues to spread, now with cases outside of China. Dan discusses how you can track the outbreak and begs the question “Is the situation worse than is being reported?”

If so, how much worse? And how does that affect the global equities market?

He then introduces this week’s guest, Raoul Pal. Raoul worked as a hedge fund manager at Goldman Sachs before retiring and founding RealVision.

Raoul now also writes for the Global Macro Investor in an effort to advise institutions on their macro-investing strategy.

Dan and Raoul discuss global macro ideas and Raoul gives the listeners four simple words of advice to help their portfolios.