1911 Episodes

  1. Teddy Vallee on the Dollar, Hard Assets, and the Real Rate Rotation (w/ Jack Farley)

    Published: 1/23/2021
  2. COVID-19 Spiraling Out of Control, Whipsawing Crypto, and the Coiled Snake of Macro

    Published: 1/22/2021
  3. The Fed's Quandary: Speculative Fervor Around Inflation Expectations ( w/ Michael Lebowitz & Ed Harrison)

    Published: 1/21/2021
  4. Buy the Reflation Rumor and Sell the Recovery News?

    Published: 1/20/2021
  5. Discerning the Phases of a Crypto Bull Market( w/ Ari Paul & Raoul Pal)

    Published: 1/20/2021
  6. Tony Greer - When the Bond Market Speaks, I Like to Listen

    Published: 1/19/2021
  7. Ask Me Anything with "The Young Bucks": DB-Jan18, 2021

    Published: 1/18/2021
  8. COVID-19 and The Acceleration of Secular Deflation ( w/ Jeff Booth & Raoul Pal )

    Published: 1/18/2021
  9. The Incoming Commodity Supercycle ( w/ Tian Yang and Simon White )

    Published: 1/16/2021
  10. Looking Forward at Interest Rates, the U.S. Dollar, Volatility, and the B117 Variant: DB-Jan15,2021

    Published: 1/15/2021
  11. Real Vision's New President on the Dollar, Bonds, Bitcoin, and Tether: DB-Jan14,2021

    Published: 1/15/2021
  12. Why Bond Yields Are the True Reflation Toggle: DB - Jan13,2021

    Published: 1/13/2021
  13. The Perfect Macro Story( w/ Mike Novogratz & Raoul Pal )

    Published: 1/13/2021
  14. How Inflationary Risk Could Corner the Fed: DB- Jan12, 2021

    Published: 1/12/2021
  15. Bitcoin's Stumble and the Bond Market's Moment of Truth: DB- Jan11,2021

    Published: 1/11/2021
  16. Central Bank Omnipotence ( w/ Jeff Snider and Ed Harrison)

    Published: 1/11/2021
  17. Macro: A Framework for Truth ( w/ Raoul Pal & Lyn Alden )

    Published: 1/10/2021
  18. The Next Phase of the Crypto Bull Market ( w/ Dan Morehead and Raoul Pal )

    Published: 1/9/2021
  19. Raoul's Framework for 2021 and Beyond: DB- Jan8, 2021

    Published: 1/8/2021
  20. Vulnerabilities of the Reflation Consensus: DB- Jan7, 2021

    Published: 1/7/2021

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