Cracking the Code to This Economic Cycle with Gerard Minack
If the unpredictability of this cycle has left you confused, you're not alone.
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Show Notes
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Since Gerard Minack, director of Minack Advisors, last appeared on Real Vision in April 2022, leading indicators have wrongfooted investors time and time again. If markets have left you with a sense of cognitive dissonance, Gerard says that’s totally understandable. In this discussion with Raoul Pal, Gerard explores his current macro framework and the contrasting views he's considering in an effort to understand these economic shifts. Recorded on August 14, 2023.
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