Raoul Pal (@raoulgmi) 's Twitter Profile
Raoul Pal

@raoulgmi

Founder/CEO Global Macro Investor, @RealVision. Figuring things out at the nexus of Macro, Web3 & the Exponential Age. Not a guru. Get free RV access (click 🔗)

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linkhttps://rvtv.io/4cG9k5m calendar_today19-04-2014 16:15:17

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Raoul Pal (@raoulgmi) 's Twitter Profile Photo
Raoul Pal
@raoulgmi

6 years ago

To push the business cycle from merely soft to full recessionary usually takes one event beyond just rate increases. The shattering of global supply chains will likely prove to be the trigger and the corporate credit market will be the ugly thing this downcycle is remembered for.