In this second series we deep dive into business cycles and investment frameworks from top macroeconomists to help you form your own probability bases. Discover trade ideas and how to invest more profitably, earn continuing education credits and
As a participant of CFA Institute’s Approved-Provider Program, Real Vision TV, brings you an exclusive 5-part series: The Intelligent Investor Series. From markets to macro & trade ideas to investment frameworks. Watch and learn from the world’s most successful investors.
In this second series we deep dive into business cycles and investment frameworks from top macroeconomists to help you form your own probability bases. Discover trade ideas and how to invest more profitably, earn continuing education credits and access a huge library of unbiased content from the world’s most successful investors. The second series includes the following 3 episodes:
Episode 1: Raoul Pal
Raoul Pal, founder & publisher of the Global Macro Investor research service, walks us through how to build the business cycle in your investment framework. Raoul describes his probabilistic method of combining the secular cycle, the business cycle, the shorter-term business cycle and the ISM.
Episode 2: Robin Griffiths
Robin Griffiths, head of Multi-Asset research, ECU Group explains how various business cycles intertwine and how Western stock markets are gripped in a negative secular trend.
Episode 3: Richard Koo
Richard Koo, macroeconomist and author of 'The Escape from Balance Sheet Recession and the QE Trap', has been critical of the BoJ's inability to generate growth. The man from Nomura, uses Japan's experience to examine how to break global economic policy impasse.