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Raoul Paul & Julian Brigden: What Do You Get With Macro Insiders™? | Macro Insiders | Real Vision™

1,543 views · Published 23 November 2018 · 6:37 · Indexed 9 October 2026

Channel: Real Vision Presents · 2018 · News & Politics

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Raoul Paul & Julian Brigden: What Do You Get With Marco Insiders™? | Macro Insiders | Real Vision™
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Transcript:
So what do you get from Macro Insiders? Well, Macro Insiders is a little bit unique because we do a mixture between video and also written stuff. We create original reports but also we give you a peek behind the curtain of our own research businesses by producing some of the stuff from Global Macro Investor and MI2 Partners. 
So yeah, there's basically you get one deliverable a week. And at the end of the month, as Raoul said, we have this video that comes out that sort of sums up in part what we've discussed in the month, but also gives you part of the rapport and where we will have discussions about where we agree and where we might disagree about some of the issues that we are most focused on. 
And I think that gives a lot of context to the written word, because the written word sometimes can be less easy to understand the nuances. And this world is all about the nuances. And so that's what we try and do in the video at the end of every month is, is to just chat about what we're seeing in the world, how that's shifting our views, if anything's changed, or our perceptions of any news that's been coming out that's important. But the other thing that we do is, we're both write in In Focus. 
Yep. 
And In Focus is myself one week and Julian another week. And we write what we think is an opportunity or an understanding that people need to have. And it's there to add value. It's not pontificating about the global macro environment as many people do. It's really actionable, framework driven, this is where we're going, this is what's going on, this is how I think things play out, this is our probabilistic framework. And it could be, and here's a great trade idea as well, or this is where you need to reduce risk, or you can take more risk of this opportunity. So it's very focused on outcomes. 
Right. And we've made it that much better, I think, now because we have these very time sensitive trading opportunities that we've both just introduced relatively recently. So we may set up a scenario, for example, in emerging markets. We might explain why we don't like emerging markets or why we do like emerging markets. And now we have a structure that comes out where, when we think the trade is actually actionable we release another piece which is more ad hoc, which will say, OK, these are the levels and it's here and it's now. 
Yeah, and that's-- they're called flash updates. And the idea about those is to pin down specific timing, because that helps people a lot with timing. So it's all well and good to say, you know, we think the US equity market is going to be lower over the next year. OK, that's helpful but what you really want is somebody to say, OK, the best guess of probability is this is the timing. Here's our stop loss if we're wrong. 
And that may be one day after we've just published an In Focus or it could be somewhere spread out throughout the month. And often there'll be months without that. It just depends when we see the real opportunity. 
The other thing we have is Meeting Of Minds. A Meeting Of Minds is a document where half it's from Julian and half it's from me. But these are pieces of research taken from our expensive research publications, Global Macro Investor and MI2 Partners. And you know, these cost tens of thousands of dollars a year to receive these services. But we want to give you an idea of what the institutions, what the largest hedge funds in the world, the most famous family offices, what they get for their money too. 
Yeah, it's really to bring you over that wall of secrecy if you want, and bring you into the insider circle. And to give you a sense of how we address issues with these guys. What we want you to do, and it is a longer educational process, is to start to understand how we really think about markets so that if something happens, you can say, ah, I read this piece six months ago in which Raoul talked about Google and why this is potentially happening.

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