#171 - Raoul Pal - Buy Bonds. Buy Dollars. Wear Diamonds.
In episode 171, we welcome back our guest from episode 46, Raoul Pal. Raoul and Meb start with a chat about one of Raoul’s tweets, “Buy Bonds. Buy Dollars. Wear Diamonds.” Raoul explains that he sees global growth slowing after the longest recovery in history, as well as a number of countries in or nearing recession. That presents an opportunity in US Treasuries and Eurodollars.
The pair continue the conversation and get into how Raoul looks at the world. Raoul walks through his current view including his take on business cycle and yield curve indicators.
Meb then asks Raoul to explain “The Doom Loop.” Raoul lays out the idea that corporate debt has increased at an alarming rate since 2009 relative to household and government debt. He discusses what he’s seeing now, and the risk this poses to the global economy and asset prices.
As the conversation winds down, Raoul gets into some thoughts on gold and crypto.
All this and more in episode 171, including the greatest macro trade Raoul has ever seen.
More episodes from The Meb Faber Show
#233 - Lisa Rich, Hemisphere Ventures, Xplore - Opening Up The Door For Access To Space
In episode 233 we welcome our guest, Lisa Rich, managing partner of Hemisphere Ventures and founder and COO of Xplore. In today’s episode, we’re talking about tech and the front lines of …
#232 - Luis Perez, Remoov - We’re Removing That Headache And We’re Giving You That Piece Of Mind And Your Space Back
In episode 232 we welcome our guest, Luis Perez, Founder of Remoov. In today’s episode, we’re getting organized. We’re talking about taking the work off your hands of removing all of that …
#231 - Julian Klymochko, Accelerate Financial Technologies - The Democratization Of Alternatives, It’s Happening, But It’s Something That Does Not Happen Overnight
In episode 231, we welcome our guest, Julian Klymochko, founder and CEO of Accelerate Financial Technologies. In today’s episode, we’re talking …
#230 - Ryan Lupberger, Cleancult - There’s No Other Brand On The Market That Can Sit On Shelves And Be Zero Waste
In episode 230 we welcome our guest, Ryan Lupberger, Co-Founder and CEO of Cleancult. In today’s episode, we’re talking cleaning. Sustainable …
#229 - Evan Brandoff, LeagueSide - There’s No Better Way To Engage With Families In The Community Than Through Youth Sports
In episode 229 we welcome our guest, Evan Brandoff, Co-Founder and CEO of LeagueSide. In today’s episode, we’re talking about targeted, local marketing through youth sports organizations.
…
Cambria Fund Profile Series – Cambria Tail Risk ETF (TAIL)
In today’s episode of the Cambria Fund Profile Series, Meb discusses the Cambria Tail Risk ETF (TAIL).
Meb walks through the S&P 500’s move from it’s all time high on February 14th 2020 …
How you can listen to this podcast
You can listen to episodes right here on the website, or if you prefer, in a podcast app. Listening in an app makes it easier to keep track of what you’ve already heard, listen without using your data plan and many other conveniences.