How Macro Traders Actually Build Positions | Julien Bittel

Description

In Shooting the Shit, Raoul Pal and Julien Bittel break down how macro investors build portfolios based on different views of the market. Whether you’re risk-on or risk-off, positioning across equities, defensives, and sectors changes dramatically. The key is having a framework... not just reacting to headlines. Watch the full episode on Real Vision. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe About Real Vision™: We arm you with the knowledge, the tools, and the network to succeed in your financial journey. Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Website: 🔥 https://rvtv.io/3Y4t5Pw 🍌 Get your Banana Zone swag at the Real Vision merch store: https://shop.realvision.com 📣 Elevate your brand with Real Vision. Connect with us at [email protected] to explore advertising possibilities. Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf #realvision #macro #crypto #macrodashboard #liquidity #raoulpal #julienbittel #trading #investing #riskon #riskoff #markets #equities #portfolio #assetallocation #financialmarkets #macrostrategy #stocks #investor