Short Excerpts from Global Macro Investor

Short Excerpts from Global Macro Investor

Home
Podcast
Chat
Archive
About
Robots Are Demographics
Two things struck me recently that really made me step back and think hard...
Oct 1, 2023 • 
Raoul Pal
86

Share this post

Short Excerpts from Global Macro Investor
Short Excerpts from Global Macro Investor
Robots Are Demographics
7
Global Macro Investor: January 2023 Think Piece
Introduction
Apr 6, 2023 • 
Raoul Pal
92

Share this post

Short Excerpts from Global Macro Investor
Short Excerpts from Global Macro Investor
Global Macro Investor: January 2023 Think Piece
4
3:31
The Story of Global Macro Investor
Nineteen years ago, in October 2004 I decided to leave GLG Partners, the hedge fund giant I was working for. I loved working for GLG and they looked…
Jan 29, 2023 • 
Raoul Pal
121

Share this post

Short Excerpts from Global Macro Investor
Short Excerpts from Global Macro Investor
The Story of Global Macro Investor
2
The GMI Top 5 Weekly Charts That Make You Go Hmmm...
In this week’s newsletter, we’re going to run through the top five market charts that are on our mind...
Nov 12, 2023 • 
Raoul Pal
64

Share this post

Short Excerpts from Global Macro Investor
Short Excerpts from Global Macro Investor
The GMI Top 5 Weekly Charts That Make You Go Hmmm...
5
The GMI Top 5 Weekly Charts That Make You Go Hmmm...
In this week’s newsletter, we’re going to run through the top five macro charts on our radar...
Jun 4, 2023 • 
Raoul Pal
77

Share this post

Short Excerpts from Global Macro Investor
Short Excerpts from Global Macro Investor
The GMI Top 5 Weekly Charts That Make You Go Hmmm...
6
The GMI Top 5 Weekly Charts That Make You Go Hmmm...
In this week’s newsletter, we’re going to run through the top five charts that are on our mind...
Nov 26, 2023 • 
Raoul Pal
88

Share this post

Short Excerpts from Global Macro Investor
Short Excerpts from Global Macro Investor
The GMI Top 5 Weekly Charts That Make You Go Hmmm...
4
The GMI Top 5 Weekly Charts That Make You Go Hmmm...
In this week’s newsletter, we’re going to run through the top five macro charts that are on our mind...
Nov 19, 2023 • 
Raoul Pal
69

Share this post

Short Excerpts from Global Macro Investor
Short Excerpts from Global Macro Investor
The GMI Top 5 Weekly Charts That Make You Go Hmmm...
9
Inflation is Yesterday's News: The GMI Top 5 Weekly Charts That Make You Go Hmmm...
We have just returned from our annual GMI Round Table event in sunny Mallorca, Spain.
May 15, 2023 • 
Raoul Pal
74

Share this post

Short Excerpts from Global Macro Investor
Short Excerpts from Global Macro Investor
Inflation is Yesterday's News: The GMI Top 5 Weekly Charts That Make You Go Hmmm...
4
Fed Liquidity: The GMI Top 5 Weekly Charts That Make You Go Hmmm...
In this week’s newsletter, we’re going to run through several interesting market charts on our radar...
Mar 26, 2023 • 
Raoul Pal
81

Share this post

Short Excerpts from Global Macro Investor
Short Excerpts from Global Macro Investor
Fed Liquidity: The GMI Top 5 Weekly Charts That Make You Go Hmmm...
3
Is this thing on?
An apology (and a gift)
Apr 19, 2024 • 
Raoul Pal
85

Share this post

Short Excerpts from Global Macro Investor
Short Excerpts from Global Macro Investor
Is this thing on?
6
36:03
The Business Cycle in Fifteen Charts
When it comes to understanding how the economy works, nothing comes even close to the business cycle.
Apr 30, 2023 • 
Raoul Pal
82

Share this post

Short Excerpts from Global Macro Investor
Short Excerpts from Global Macro Investor
The Business Cycle in Fifteen Charts
2
Robots Are Demographics Part 2
The Rise of the Robots
Oct 8, 2023 • 
Raoul Pal
58

Share this post

Short Excerpts from Global Macro Investor
Short Excerpts from Global Macro Investor
Robots Are Demographics Part 2
7
© 2025 Raoul Pal
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share