Episode description

We just hosted a conversation between Macro guru and Real Vision co-founder Raoul Pal and Hedgeye CEO Keith McCullough.

When two sharp Macro minds are in agreement, like Keith and Raoul are right now, it’s worth closer analysis. Here’s an important quote from Raoul that nicely sums up their hour-long conversation:

“We're now in the longest cycle in all recorded U.S. history. So it's already very long in the tooth. The structure of the cycle looks negative.”