Real Vision | What's the Real Reason Behind Raoul Pal's Business Cycle Success? @RealVisionFinance | Uploaded September 2024 | Updated October 2024, 5 hours ago.
π₯ ππ’ππ‘ Real Vision for FREE and watch the rest of our top-rated interviews rvtv.io/3Y4t5Pw. An instant classic circa 2016; What's the Real Reason Behind Raoul Pal's Business Cycle Success?
In the next installment of our countdown of the best videos from the last 10 years, we have Raoul's Business Cycle thesis from 2016 for you today. This is a classic video where Raoul walks us through incorporating the business cycle into your investing framework. All memberships are currently discounted using the code RVBDAY10 to keep the celebrations going.
Learn more about everything happening for RV's birthday here: rvtv.io/4cT7zkB
Timestamps:
01:03 - Introduction to the Business Cycle Framework
02:40 - The Flaws of Traditional Economics
04:02 - Understanding Cycles: Business Cycle and Secular Cycles
05:20 - The Role of Demographics in the Business Cycle
07:13 - Positive Demographics in Emerging Markets
07:40 - Long-Term Equity Market Cycle
10:08 - Commodity Super Cycle
11:34 - Debt Super Cycle and Its Impact
13:06 - Debt Problems in the West
14:33 - Inflation and Deflation in the Debt Cycle
15:32 - The Importance of the Business Cycle in Investment
16:27 - Business Cycle vs Recession Indicators
17:22 - The ISM and Its Importance in Forecasting
19:40 - The Legacy of Greenspan and Suppressed Volatility
21:13 - ISM vs US GDP: Business Cycle Correlation
22:09 - ISM vs World GDP: The Global Impact of the US Business Cycle
24:02 - Long-Term Trends: Secular Cycle and Business Cycle
25:01 - ISM and S&P 500 Correlation
26:02 - Understanding the Business Cycleβs Influence on Equities
28:00 - Lumber and Copper Prices vs ISM
29:58 - Oil Prices and the Business Cycle
31:20 - Credit Spreads and ISM Correlation
32:51 - Bond Yields and the Business Cycle
33:22 - CPI and Inflation Forecasting with ISM
34:19 - The Short-Term Economic Cycle: City Economic Surprise Index (CESI)
36:24 - Forecasting Future Business Cycles with CESI and ISM
37:26 - Conclusion: Understanding the Business Cycle for Investment Success
39:45 - The Importance of Behavioral Science in Economic Forecasting
About Real Visionβ’:
We arm you with the knowledge, the tools, and the network to succeed in your financial journey.
Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities.
π₯ Get ππ₯ππ πππππ¦π¦ to Real Vision rvtv.io/3Y4t5Pw
#realvision #macroinsights #macro #macroeconomics #financialliteracy #financialeducation #financialmarkets #money #inflation #fed #cpi #useconomy #markets #stockmarket #equities #stocks #bonds #gold #btc #bitcoin
Connect with Real Visionβ’ Online:
Twitter: rvtv.io/twitter
Instagram: rvtv.io/instagram
Web: π₯ rvtv.io/3Y4t5Pw
Disclaimer: media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
π₯ ππ’ππ‘ Real Vision for FREE and watch the rest of our top-rated interviews rvtv.io/3Y4t5Pw. An instant classic circa 2016; What's the Real Reason Behind Raoul Pal's Business Cycle Success?
In the next installment of our countdown of the best videos from the last 10 years, we have Raoul's Business Cycle thesis from 2016 for you today. This is a classic video where Raoul walks us through incorporating the business cycle into your investing framework. All memberships are currently discounted using the code RVBDAY10 to keep the celebrations going.
Learn more about everything happening for RV's birthday here: rvtv.io/4cT7zkB
Timestamps:
01:03 - Introduction to the Business Cycle Framework
02:40 - The Flaws of Traditional Economics
04:02 - Understanding Cycles: Business Cycle and Secular Cycles
05:20 - The Role of Demographics in the Business Cycle
07:13 - Positive Demographics in Emerging Markets
07:40 - Long-Term Equity Market Cycle
10:08 - Commodity Super Cycle
11:34 - Debt Super Cycle and Its Impact
13:06 - Debt Problems in the West
14:33 - Inflation and Deflation in the Debt Cycle
15:32 - The Importance of the Business Cycle in Investment
16:27 - Business Cycle vs Recession Indicators
17:22 - The ISM and Its Importance in Forecasting
19:40 - The Legacy of Greenspan and Suppressed Volatility
21:13 - ISM vs US GDP: Business Cycle Correlation
22:09 - ISM vs World GDP: The Global Impact of the US Business Cycle
24:02 - Long-Term Trends: Secular Cycle and Business Cycle
25:01 - ISM and S&P 500 Correlation
26:02 - Understanding the Business Cycleβs Influence on Equities
28:00 - Lumber and Copper Prices vs ISM
29:58 - Oil Prices and the Business Cycle
31:20 - Credit Spreads and ISM Correlation
32:51 - Bond Yields and the Business Cycle
33:22 - CPI and Inflation Forecasting with ISM
34:19 - The Short-Term Economic Cycle: City Economic Surprise Index (CESI)
36:24 - Forecasting Future Business Cycles with CESI and ISM
37:26 - Conclusion: Understanding the Business Cycle for Investment Success
39:45 - The Importance of Behavioral Science in Economic Forecasting
About Real Visionβ’:
We arm you with the knowledge, the tools, and the network to succeed in your financial journey.
Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities.
π₯ Get ππ₯ππ πππππ¦π¦ to Real Vision rvtv.io/3Y4t5Pw
#realvision #macroinsights #macro #macroeconomics #financialliteracy #financialeducation #financialmarkets #money #inflation #fed #cpi #useconomy #markets #stockmarket #equities #stocks #bonds #gold #btc #bitcoin
Connect with Real Visionβ’ Online:
Twitter: rvtv.io/twitter
Instagram: rvtv.io/instagram
Web: π₯ rvtv.io/3Y4t5Pw
Disclaimer: media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
