Boom Bust Season 2 Episode 70 Raoul Pal On the Strong Dollar, Tail Risk Investing and the Oil Freefall

Raoul Pal, investor and founder of Global Macro Investor, appears on Boom Bust to discuss the latest developments in the global economy. The conversation opens with a discussion of the strong US dollar and its impact on the markets. Pal argues that the US dollar is likely to remain strong for some time, which will have major implications for investors in both the US and abroad.

The conversation then turns to the topic of tail risk investing, which Pal describes as a way to protect against extreme events that are unlikely but could have catastrophic consequences. Pal argues that tail risk investing is especially important in today's market environment, where geopolitical tensions and other factors could create significant volatility.

The final segment of the episode focuses on the ongoing oil freefall and its impact on the global economy. Pal argues that the current situation is largely a result of oversupply in the market, which has been exacerbated by the coronavirus pandemic. He explains that while low oil prices may be good for consumers in the short term, they could have serious long-term consequences for the energy industry and the wider economy.

Throughout the episode, Pal provides insightful analysis and thoughtful commentary on these complex economic issues. He also offers practical advice for investors looking to navigate the current market environment. Overall, this episode is a must-watch for anyone interested in the global economy and the forces driving it.