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- čas přidán 28. 08. 2024
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Julien Bittel, head of macro research at Global Macro Investor, joins Maggie Lake to discuss the macro landscape and how he uses his business cycle trackers to navigate the complexities of this uncertain economic environment. Check out the MACRO INVESTING TOOL: This new tool helps everybody understand what investing cycle we’re in: macro spring, summer, fall, or winter - and understand what assets are most likely to outperform over that time. Find out how you can access this incredible research in the RV Marketplace: www.realvision...
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One of the best videos! Please try to get Julien once a quarter if he agrees. Fantastic framework with a comprehensive set of indicators. 👏👏👏
That was just an ad for what GMI does 😒
RV is ALL advertisement these days. 🙂
Quick question. Please, what is does “liquidity” mean?
Essentially, how much money is flowing in the system.
Another MMT proponent?. Is there anything left in the FED put?
Very interesting
This "model" can be summed up as: "Liquidity (aka 'easy financial conditions') leads financial markets, and economy lags. As long as liquidity persists, buy-buy-buy."
Macro summer = no rate cuts. Summer will be short tho.
the economy is starting to bottom while SM makes all time highs . .. makes sense
the secret superstar Julien Bittel himself... well well well!! :D Great job!