Monday on INK Ultra Money: An update from Pal in quarantine
On INK Ultra Money, Global Macro Investor and Real Vision CEO Raoul Pal provides an update on his outlook for markets. As usual, he does not pull any punches. Given how Pal has more-or-less been spot on with his forecasts since last summer regarding how markets would unfold, this is a must watch video. One of his calls that has yet to play out is bitcoin and he provides an update on that. Meanwhile, INK Research focuses on a large oil & gas infrastructure name with a high yield. Finally, Real Vision takes you right into the Italian quarantine zone via an interview with Family Officer manager Giovanni Pozzi. Canadian Insider Club Ultra members have access to both premium and free content. If you are asked to sign in, select Canadian Insider as your subscription website.
1. Be bloody careful - Real Vision
Real Vision CEO Raoul Pal reports from self-quarantine on Little Cayman to break down this jaw-dropping week of volatility, rate-cutting, and continued contagion. Using charts published today in his renowned research publication, Global Macro Investor, Raoul analyzes the ongoing spread of the COVID-19 virus. He examines the plumbing of the markets in what could be the beginnings of a full-fledged liquidity crisis. Raoul unpacks his macro outlook on stocks, bonds, credit, gold, and the dollar. Filming in real time, Raoul then adds a post-script about the astonishing rate cut by the Fed. Filmed on March 15, 2020, on Little Cayman.
Some big funds need liquidity
2. The legal case for Enbridge - INK Research
In today's report, INK Research looks at Enbridge (ENB) where an insider bought last week near two-year lows. For patient investors, those lows may yet again be tested, offering potentially cheaper entry points.
Focused on distributable cash
3. On the ground in a crisis - Real Vision
What's the impact on the ground from coronavirus in Italy right now? Giovanni Pozzi, managing director at a family office in Italy, joins Real Vision's Raoul Pal to discuss his first-hand experience during the national shutdown in Italy. Pozzi details the effect he's witnessed on the health system, the economy, and people's behavior during the ongoing crisis. Pozzi and Pal break down the knock-on effects that coronavirus and the government's response will have on the economy, fiscal and monetary policy, and financial markets. Filmed on March 13, 2020 via Skype in the Cayman Islands and Italy.
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