Afleveringen
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π₯ Get FREE ACCESS to Real Vision https://rvtv.io/3Y4t5Pw. Raoul Pal welcomes John Wu, president of Ava Labs, for a wide-ranging conversation on the evolving crypto market, upcoming technological upgrades, and how blockchain is poised to reshape industries through better scalability and real-world applications. They also dig into whether gaming is (finally) ready for a breakthrough on the blockchain. Recorded on September 17, 2024.
Is blockchain gaming ready for its moment?
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π₯ Get FREE ACCESS to Real Vision and watch the rest of our top-rated content https://rvtv.io/3Y4t5Pw.
In this special episode, Raoul has decided to give everyone an inside look at the most recent Macro Investing Tool video featuring Julien Bittel. Every month, Julien hops on camera to break down the charts that lead the economy and update MIT members on his and Raoul's macro perspective. For a special discount on the Macro Investing Tool, use code BDAY10 here: https://www.realvision.com/mit. Recorded on August 28, 2024.
Unlock the potential to showcase your brand to our global audience. Contact us at [email protected] for advertising inquiries.
Connect with me:
Twitter (X): https://twitter.com/RaoulGMI
Instagram: https://www.instagram.com/raoulgmi/
LinkedIn: https://www.linkedin.com/in/raoul-pal-real-vision/
Newsletter: https://raoulpal.substack.com
My other work:
Real Vision: https://rvtv.io/3LHYIaH
Global Macro Investor: https://globalmacroinvestor.com
EXPAAM: https://expaam.com
Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
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Zijn er afleveringen die ontbreken?
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π Learn about Kraken OTC's private, personalized trading services at https://realvision.com/krakenOTC2024
π₯ Join our 10th birthday bash with Raoul Pal for free https://rvtv.io/4cT7zkB.
Get an inside look at RV Pro Crypto and the best expert analysis to stay ahead of the curve.
As RV's 10th birthday celebration rolls on, Raoul has decided to give everyone a look at what makes the Pro Crypto tier so special. In this episode of the most recent Pro Crypto Insider Talks, RV chief crypto analyst Jamie Coutts and Delphi Digital co-founder Kevin Kelly joined Nico Brugge to discuss the price action and ongoing trends in crypto. This month, you can get a special discount on Pro Crypto membership using the code BDAY10 here: https://app.realvision.com/pricing. Recorded on August 28, 2024.
π’ This episode is sponsored by Kraken OTC. Get 24/7 access to instant, large-lot pricing and execution for your next large crypto trade. Learn about Kraken OTC's private, personalized trading services at https://realvision.com/krakenOTC2024
Connect with me:
Twitter (X): https://twitter.com/RaoulGMI
Instagram: https://www.instagram.com/raoulgmi/
LinkedIn: https://www.linkedin.com/in/raoul-pal-real-vision/
Newsletter: https://raoulpal.substack.com
My other work:
Real Vision: https://rvtv.io/3LHYIaH
Global Macro Investor: https://globalmacroinvestor.com
EXPAAM: https://expaam.com
Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
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π Learn about Kraken OTC's private, personalized trading services at https://realvision.com/krakenOTC2024
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Join Raoul Pal and David Mattin for the monthly Exponentialist fireside chat, diving into the latest breakthroughs in the world of tech. From AI innovations to the rise of blockchain technologies, they share their insights on how your investments and everyday life will be shaped in the future. Plus they answer questions from the Exponentialist community.
π’ This episode is sponsored by Kraken OTC. Get 24/7 access to instant, large-lot pricing and execution for your next large crypto trade. Learn about Kraken OTC's private, personalized trading services at https://realvision.com/krakenOTC2024
Connect with me:
Twitter (X): https://twitter.com/RaoulGMI
Instagram: https://www.instagram.com/raoulgmi/
LinkedIn: https://www.linkedin.com/in/raoul-pal-real-vision/
Newsletter: https://raoulpal.substack.com
My other work:
Real Vision: https://rvtv.io/3LHYIaH
Global Macro Investor: https://globalmacroinvestor.com
EXPAAM: https://expaam.com
Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
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π Learn about Kraken OTC's private, personalized trading services at https://realvision.com/krakenOTC2024
π₯ Get FREE ACCESS to Real Vision https://rvtv.io/3Y4t5Pw.
In this week's episode of The Journey Man, Raoul welcomes Tushar Jain, co-founder and managing partner at Multicoin Capital, to discuss what it's like launching a digital assets investment fund during a bear market, why Multicoin's thesis-driven approach is built to navigate any market environment, what the future of crypto adoption looks like, and much more. Recorded on August 19, 2024.
π’ This episode is sponsored by Kraken OTC. Get 24/7 access to instant, large-lot pricing and execution for your next large crypto trade. Learn about Kraken OTC's private, personalized trading services at https://realvision.com/krakenOTC2024
Connect with me:
Twitter (X): https://twitter.com/RaoulGMI
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LinkedIn: https://www.linkedin.com/in/raoul-pal-real-vision/
Newsletter: https://raoulpal.substack.com
My other work:
Real Vision: https://rvtv.io/3LHYIaH
Global Macro Investor: https://globalmacroinvestor.com
EXPAAM: https://expaam.com
Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
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π Learn about Kraken OTC's private, personalized trading services at https://realvision.com/krakenOTC2024
π₯ Get FREE ACCESS to Real Vision https://rvtv.io/3Y4t5Pw.
This week Raoul Pal has the pleasure of welcoming Ran Neuner, founder of Crypto Banter, back to RV for a deep conversation on his crypto origin story, how he lost everything in the Luna collapse, the lessons he learned on the road to recovery, and what he’s working on next. Recorded on August 13, 2024.
Make sure to subscribe to Ran's YouTube channel here: @CryptoBanterGroup
π’ This episode is sponsored by Kraken OTC. Get 24/7 access to instant, large-lot pricing and execution for your next large crypto trade. Learn about Kraken OTC's private, personalized trading services at https://realvision.com/krakenOTC2024
Connect with me:
Twitter (X): https://twitter.com/RaoulGMI
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LinkedIn: https://www.linkedin.com/in/raoul-pal-real-vision/
Newsletter: https://raoulpal.substack.com
My other work:
Real Vision: https://rvtv.io/3LHYIaH
Global Macro Investor: https://globalmacroinvestor.com
EXPAAM: https://expaam.com
Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
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π Learn about Kraken OTC's private, personalized trading services at https://realvision.com/krakenOTC2024
π₯ Get FREE ACCESS to Real Vision https://rvtv.io/3Y4t5Pw.
Join me, Raoul Pal on the most chaotic show in macro and crypto- It's time for another Drinks with Raoul LIVE AMA session. We'll talk about wine, culture, sophisticated snacks, crypto, the banana zone, the Everything Code, lifestyle chips, and where we are today in the big-picture outlook.
Remember, if you are watching this here on YouTube, I won't answer your questions. Go to Real Vision and sign up for FREE to get your questions answered and take advantage of the amazing macro and crypto tools plus our network of like-minded people all over the globe.
π’ This episode is sponsored by Kraken OTC. Get 24/7 access to instant, large-lot pricing and execution for your next large crypto trade. Learn about Kraken OTC's private, personalized trading services at https://realvision.com/krakenOTC2024
Unlock the potential to showcase your brand to our global audience. Contact us at [email protected] for advertising inquiries.
Connect with me:
Twitter (X): https://twitter.com/RaoulGMI
Instagram: https://www.instagram.com/raoulgmi/
LinkedIn: https://www.linkedin.com/in/raoul-pal-real-vision/
Newsletter: https://raoulpal.substack.com
My other work:
Real Vision: https://rvtv.io/3LHYIaH
Global Macro Investor: https://globalmacroinvestor.com
EXPAAM: https://expaam.com
Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
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π Learn about Kraken OTC's private, personalized trading services at https://realvision.com/krakenOTC2024
π₯ Get FREE ACCESS to Real Vision https://rvtv.io/3Y4t5Pw.
In this engaging episode, Raoul Pal sits down with Anthony Scaramucci on @Wealthion to discuss the latest trends in the crypto market, including the volatility in Bitcoin, the impact of macroeconomic factors, and the future of blockchain technologies like Solana and Ethereum. They also delve into the potential of NFTs, the influence of government policies on crypto, and Raoul's long-term outlook on digital assets.
π’ This episode is sponsored by Kraken OTC. Get 24/7 access to instant, large-lot pricing and execution for your next large crypto trade. Learn about Kraken OTC's private, personalized trading services at https://realvision.com/krakenOTC2024
Make sure you Subscribe to the Wealthion YouTube Channel @Wealthion https://www.youtube.com/@Wealthion
Timestamps:
(00:00) Sponsor: Kraken OTC
(01:38) Market Volatility: Should Investors Be Worried?
(03:55) The Business Cycle and Crypto Adoption
(06:27) The Impact of Yen and Macro Factors on the Market
(09:18) The Role of Central Banks and Liquidity
(12:01) Interest Rates and the Future of the US Economy
(14:48) The Looming Debt Crisis: Are We in Permanent Crisis Mode?
(18:25) The Growing Demand for Crypto ETFs
(19:59) Solana vs. Ethereum: Which Blockchain Will Dominate?
(24:14) The Future of NFTs: Digital Scarcity and Value
(27:32) The Potential Impact of a National Bitcoin Stockpile
(30:09) Recommended Books for Understanding Crypto
(33:00) The Future of the Democratic Ticket and Crypto Regulations
(35:32) Raoul and Anthony's Olympic Sport Picks
(36:59) Closing Remarks and Outro
π₯ Get FREE ACCESS to Real Vision https://rvtv.io/3Y4t5Pw
Connect with me:
Twitter (X): https://twitter.com/RaoulGMI
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LinkedIn: https://www.linkedin.com/in/raoul-pal-real-vision/
Newsletter: https://raoulpal.substack.com
My other work:
Real Vision: https://rvtv.io/3LHYIaH
Global Macro Investor: https://globalmacroinvestor.com
EXPAAM: https://expaam.com
Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
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π’ Learn about Kraken OTC's private, personalized trading services at https://realvision.com/krakenOTC2024
π₯ Get FREE ACCESS to Real Vision https://rvtv.io/3Y4t5Pw.
Raoul welcomes Tom Bilyeu, co-founder of Impact Theory and creator of Project Kyzen, for a wide-ranging conversation on navigating the signal from the noise and why he thinks America is rushing towards a potential civil war. They also cover Tom's gaming project, Project Kyzen, and share their thoughts on the future of AI.
π’ This episode is sponsored by Kraken OTC. Get 24/7 access to instant, large-lot pricing and execution for your next large crypto trade. Learn about Kraken OTC's private, personalized trading services at https://realvision.com/krakenOTC2024
Connect with me:
Twitter (X): https://twitter.com/RaoulGMI
Instagram: https://www.instagram.com/raoulgmi/
LinkedIn: https://www.linkedin.com/in/raoul-pal-real-vision/
Newsletter: https://raoulpal.substack.com
My other work:
Real Vision: https://rvtv.io/3LHYIaH
Global Macro Investor: https://globalmacroinvestor.com
EXPAAM: https://expaam.com
Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
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π’ Learn about Kraken OTC's private, personalized trading services at https://realvision.com/krakenOTC2024
π₯ Get FREE ACCESS to Real Vision https://rvtv.io/3Y4t5Pw.
In this special edition of The Journey Man, Raoul Pal discusses why the world as we know it could look radically different by 2030. The convergence of macro, crypto, and Exponential Age technologies is underway, with the Economic Singularity — the moment when existing economic and financial frameworks will be made obsolete — rapidly approaching. According to Raoul, recognizing the wide-ranging effects of the retirement crisis and the rise of digital assets is key to understanding what’s to come.
π’ This episode is sponsored by Kraken OTC. Get 24/7 access to instant, large-lot pricing and execution for your next large crypto trade. Learn about Kraken OTC's private, personalized trading services at https://realvision.com/krakenOTC2024
Connect with me:
Twitter (X): https://twitter.com/RaoulGMI
Instagram: https://www.instagram.com/raoulgmi/
LinkedIn: https://www.linkedin.com/in/raoul-pal-real-vision/
Newsletter: https://raoulpal.substack.com
My other work:
Real Vision: https://rvtv.io/3LHYIaH
Global Macro Investor: https://globalmacroinvestor.com
EXPAAM: https://expaam.com
Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
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π₯ Learn about Kraken OTC's private, personalized trading services at https://realvision.com/krakenOTC2024
π₯ Get FREE ACCESS to Real Vision https://rvtv.io/3Y4t5Pw.
Raoul Pal welcomes Richard Galvin, CEO of Digital Asset Capital Management, to take us under the hood of crypto hedge funds and digital asset market makers. Richard reveals the strategic differences between institutional and retail investors, what the future of Layer-1 protocols might look like, why gaming is "the big elephant in the room," and much more. Recorded on August 5, 2024.
π’ This episode is sponsored by Kraken OTC. Get 24/7 access to instant, large-lot pricing and execution for your next large crypto trade. Learn about Kraken OTC's private, personalized trading services at https://realvision.com/krakenOTC2024
Timestamps:
(00:00) Sponsor: Kraken OTC
(00:31) Subscribe to the channel
(01:36) Introduction
(02:15) Overview of Exponential Age Asset Management
(02:49) Small Size of Crypto Hedge Fund Industry
(03:27) Key Players in the Crypto Hedge Fund Space
(04:00) Introduction to Richard Galvin and DACM
(05:09) Joining the Real Vision Platform
(06:14) Richard Galvin’s Background and Current Role
(07:16) Current Market Conditions and Volatility
(08:34) Navigating Volatility in Crypto Markets
(09:54) The Importance of Patience in Crypto Investing
(10:43) Understanding Market Phases and Cycles
(11:38) Macro Trends and Long-Term Perspectives
(12:08) Structural Issues in Crypto Markets
(13:46) Managing Cash and Flexibility in Portfolios
(14:44) The Challenges of Timing the Market
(16:05) Long-Term Investment Strategies
(17:54) The Role of Hedge Funds in Crypto
(19:24) Misconceptions About Crypto Hedge Funds
(20:52) Market Neutral and Long/Short Strategies
(21:56) The Future of Liquid Crypto Markets
(23:30) Impact of Market Liquidity on Prices
(24:32) Role of Asian Trading Groups
(25:29) The Influence of Market Makers
(27:18) Redistribution of Tokens and Market Impact
(28:46) Effects of Bitcoin ETFs on Market Dynamics
(30:19) Fundamental Value in Altcoins
(31:54) The Altcoin Bear Market
(32:30) The Importance of User Growth
(33:00) The Impact of Meme Coins on the Market
(34:30) Shifting Capital to Meme Coins
(35:54) Evaluating New Tokens and Protocols
(37:48) Revaluation of Altcoins and Market Adjustments
(38:40) Layer One Race and Emerging Protocols
(40:23) Telegram and Consumer Apps in Crypto
(42:07) New Trends in Token Launches
(43:44) Aligning Investors and Teams in Crypto
(44:46) Opportunities in Altcoins and Layer One Protocols
(46:29) Evaluating New Market Entrants
(47:54) Balancing Risk and Reward in Crypto Investing
(49:52) Future Price Acceleration and Market Structure
(50:56) Closing Thoughts and Insights
Connect with me:
Twitter (X): https://twitter.com/RaoulGMI
Instagram: https://www.instagram.com/raoulgmi/
LinkedIn: https://www.linkedin.com/in/raoul-pal-real-vision/
Newsletter: https://raoulpal.substack.com
My other work:
Real Vision: https://rvtv.io/3LHYIaH
Global Macro Investor: https://globalmacroinvestor.com
EXPAAM: https://expaam.com
Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
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π₯ Learn about Kraken OTC's private, personalized trading services at https://realvision.com/krakenOTC2024
π₯ Get FREE ACCESS to Real Vision https://rvtv.io/3Y4t5Pw.
I, Raoul Pal, Co-Founder and CEO of Real Vision, sit down with Noah Horner to discuss the profound changes AI and exponential technologies are bringing to our world.
We dive deep into how AI is revolutionizing industries, transforming job markets, and reshaping our daily lives. From AI's impact on finance, marketing, and personal productivity to the future of work and human-machine integration, we cover it all.
We'll explore:
• The Exponential Age: Understanding the convergence of AI, robotics, EV, genetic biology, and more.
• AI's Profound Impact: How AI is creating infinite knowledge and what that means for various industries.
• Adopting AI: Why early adoption of AI technologies will give you superpowers and how to leverage them effectively.
• Future of Work: The shift from traditional jobs to AI-enhanced roles and the rise of new opportunities.
• Human-Machine Integration: The potential of merging with AI and the societal implications of this transformation.
π’ This episode is sponsored by Kraken OTC. Get 24/7 access to instant, large-lot pricing and execution for your next large crypto trade. Learn about Kraken OTC's private, personalized trading services at https://realvision.com/krakenOTC2024
Timestamps:
(00:00) Sponsor: Kraken OTC
(01:00) Who is Raoul Pal?
(02:07) The Exponential Age and Its Impact
(03:52) Why Focus on AI Now?
(04:26) Changes in AI Technology and Its Implications
(05:03) The Future of Podcasts and One-to-One Experiences
(05:38) AI as a Supercharged Expert Friend
(06:52) How to Use AI Effectively in Marketing
(08:24) Enhancing Prompts for Better AI Responses
(09:19) Talking Directly to AI for Better Interaction
(11:03) Using AI in Personal and Professional Life
(12:32) Examples of AI Usage in Daily Life
(14:19) The Future of Work and Adapting Skill Sets
(16:02) The Role of Humans in an AI-Driven World
(17:09) Investment Opportunities in AI and Technology
(18:46) The Urgency of Adopting AI Technologies
(19:22) Addressing Fears and Misconceptions about AI
(21:03) Embracing the Journey of Technological Change
(22:09) Staying Updated with AI Developments
(23:51) Practical Tips for Using AI Tools Like ChatGPT
(25:39) Adapting to AI in Professional Roles
(26:17) Investment Strategies in an AI-Driven World
(28:00) The Challenge of Rapid Product Cycles in AI
(29:12) Investing in Human Experiences and Communities
(31:02) The Concept of Universal Basic Equity
(32:39) The Value of Community and Passion-Based Earnings
(34:31) Quickfire Questions with Raoul Pal
(35:51) Three Key Takeaways for Viewers
(37:42) Final Thoughts and Song Recommendation
Connect with me:
Twitter (X): https://twitter.com/RaoulGMI
Instagram: https://www.instagram.com/raoulgmi/
LinkedIn: https://www.linkedin.com/in/raoul-pal-real-vision/
Newsletter: https://raoulpal.substack.com
My other work:
Real Vision: https://rvtv.io/3LHYIaH
Global Macro Investor: https://globalmacroinvestor.com
EXPAAM: https://expaam.com
Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
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π₯ LEVEL UP with Real Vision Plus https://rvtv.io/3KPQooB.
There's proverbial blood in the streets. What's caused this sell-off and what's next?
With equities, bond yields, and crypto all battered, there is a lot of fear and confusion over why this happened, whether a US recession is imminent, and where the cycle is headed. Raoul Pal gives a flash update backed up by Macro Investing Tool charts on the big picture. GMI's head of macro research Julien Bittel, CFA will provide another MIT update for Real Vision Plus members later this week - make sure to join here https://rvtv.io/3KPQooB
π’ This episode is sponsored by Kraken OTC. Get 24/7 access to instant, large-lot pricing and execution for your next large crypto trade. Learn about Kraken OTC’s private, personalized trading services at https://realvision.com/krakenOTC2024
Timestamps:
(00:00) Introduction
(01:36) Current Market Situation
(02:28) Macro Framework Overview
(03:37) Yen and Global Stimulus
(04:53) China and Global Growth
(06:00) Yen Intervention and Market Impact
(08:05) Macro Spasms and Historical Context
(10:19) Financial Conditions and Business Cycle
(11:24) Real Vision Plus and Macro Investing Tool
(12:29) Business Cycle Analysis
(13:38) Unemployment and Inflation
(14:14) Fed Rate Cuts and Market Impact
(15:15) Global Liquidity and Market Movements
(16:22) Financial Conditions and Economic Recovery
(17:32) Global Liquidity and Crypto
(18:42) Global M2 and Liquidity Measures
(19:52) Macro Summer Signature
(20:26) Financial Conditions and S&P 500
(20:58) Emerging Markets and Financial Conditions
(21:29) Tech Stocks and Financial Conditions
(22:01) PBOC and Liquidity Measures
(23:10) Historical Market Corrections
(26:12) 2017 Market Cycle
(27:16) 2019 Market Corrections
(28:24) Expectations for Current Cycle
(29:00) ETH and Early Stage Tokens
(29:29) Risk Management and Asset Allocation
(29:56) Banana Zone Overview
(31:04) Investment Strategies and Long-term Gains
(32:49) Impact of Jump Trading and Token Unlocks
(34:32) Solana Chart Analysis
(35:35) Staying Resilient Through Volatility
Connect with me:
Twitter (X): https://twitter.com/RaoulGMI
Instagram: https://www.instagram.com/raoulgmi/
LinkedIn: https://www.linkedin.com/in/raoul-pal-real-vision/
Newsletter: https://raoulpal.substack.com
My other work:
Real Vision: https://rvtv.io/3LHYIaH
Global Macro Investor: https://globalmacroinvestor.com
EXPAAM: https://expaam.com
Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
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π’ Learn about Kraken OTC’s private, personalized trading services at https://realvision.com/krakenOTC2024
π₯ Get FREE ACCESS to Real Vision https://rvtv.io/3Y4t5Pw.
Why AI and Longevity are the future... The Exponential Age guru, Peter Diamandis, Co-Founder and Executive Chairman of the XPRIZE Foundation, joins Raoul for a wide-ranging conversation on AI and longevity. @peterdiamandis
Peter and Raoul get into what our lives as humans will be like in a world dominated by AI, what the economy could look like as well as how AI will increase our longevity and ways of life. Recorded on July 25, 2024.
π’ This episode is sponsored by Kraken OTC. Get 24/7 access to instant, large-lot pricing and execution for your next large crypto trade. Learn about Kraken OTC’s private, personalized trading services at https://realvision.com/krakenOTC2024
Connect with me:
Twitter (X): https://twitter.com/RaoulGMI
Instagram: https://www.instagram.com/raoulgmi/
LinkedIn: https://www.linkedin.com/in/raoul-pal-real-vision/
Newsletter: https://raoulpal.substack.com
My other work:
Real Vision: https://rvtv.io/3LHYIaH
Global Macro Investor: https://globalmacroinvestor.com
EXPAAM: https://expaam.com
Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
Learn more about your ad choices. Visit podcastchoices.com/adchoices -
π₯ Get FREE ACCESS to Real Vision https://rvtv.io/3Y4t5Pw.
Richard Teng, CEO of Binance is one of the biggest crypto players in the world. Today we dive deep into the past, present, and future of crypto.
Please join me, Raoul Pal, as I welcome Richard Teng, CEO of Binance, for a special live episode of Raoul Pal the Journey Man. Richard shares how he climbed from TradFi to the top of the crypto mountain, how Binance continues to evolve, where the digital assets space is headed next, and more.
π’ This episode is sponsored by Kraken OTC. Get 24/7 access to instant, large-lot pricing and execution for your next large crypto trade. Learn about Kraken OTC’s private, personalized trading services at realvision.com/krakenOTC2024
Unlock the potential to showcase your brand to our global audience. Contact us at [email protected] for advertising inquiries.
Connect with me:
Twitter (X): https://twitter.com/RaoulGMI
Instagram: https://www.instagram.com/raoulgmi/
LinkedIn: https://www.linkedin.com/in/raoul-pal-real-vision/
Newsletter: https://raoulpal.substack.com
My other work:
Real Vision: https://rvtv.io/3LHYIaH
Global Macro Investor: https://globalmacroinvestor.com
EXPAAM: https://expaam.com
Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
Learn more about your ad choices. Visit podcastchoices.com/adchoices -
π₯ Learn about Kraken OTC’s private, personalized trading services at realvision.com/krakenOTC2024
π₯ Get FREE ACCESS to Real Vision https://rvtv.io/3Y4t5Pw.
Join me, Raoul Pal on the most chaotic show in macro and crypto- It's time for another Drinks with Raoul LIVE AMA session. We'll talk about wine, culture, sophisticated snacks, crypto, the banana zone, the Everything Code, lifestyle chips, and where we are today in the big-picture outlook.
Remember, if you are watching this here on YouTube, I won't answer your questions. Go to Real Vision and sign up for FREE to get your questions answered and take advantage of the amazing macro and crypto tools plus our network of like-minded people all over the globe.
Raoul will ONLY answer questions from the Real Vision platform, so sign up for FREE and join the conversation with the fabulous RV network.
π₯ This episode is sponsored by Kraken OTC. Get 24/7 access to instant, large-lot pricing and execution for your next large crypto trade. Learn about Kraken OTC’s private, personalized trading services at realvision.com/krakenOTC2024
Unlock the potential to showcase your brand to our global audience. Contact us at [email protected] for advertising inquiries.
Connect with me:
Twitter (X): https://twitter.com/RaoulGMI
Instagram: https://www.instagram.com/raoulgmi/
LinkedIn: https://www.linkedin.com/in/raoul-pal-real-vision/
Newsletter: https://raoulpal.substack.com
My other work:
Real Vision: https://rvtv.io/3LHYIaH
Global Macro Investor: https://globalmacroinvestor.com
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Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
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Join me, Raoul Pal on a fascinating chat with my friends at Blockworks about Crypto Summer, the Banana Zone, the Liquidity Cycle, and more.
In this insightful episode of "On The Margin," I join Felix Jauvin to delve into the transition from crypto spring to crypto summer. I also explain how the interplay of disinflationary forces and slow-growing economies set the stage for a macro Utopia, driving central banks and governments to inject liquidity into the markets. This is the beginning of what I like to call the "banana zone," where things start to get really interesting.
π Subscribe to the Blockworks YouTube channel: https://www.youtube.com/@BlockworksHQ
π Check out the On The Margin Newsletter: https://blockworks.co/newsletter/
π’ This episode is sponsored by Kraken OTC. Get 24/7 access to instant, large-lot pricing and execution for your next large crypto trade. Learn about Kraken OTC’s private, personalized trading services at realvision.com/krakenOTC2024
(02:44) - Introduction
(03:37) - Global Liquidity Cycle
(04:06) - Election Cycle Impact
(04:40) - Macro Utopia
(05:45) - Crypto Summer Pattern
(06:17) - Liquidity Factors
(06:45) - Fed's Role
(07:14) - ISM and Liquidity
(07:41) - Refinancing Cycles
(08:17) - Fed's Lagging Indicators
(08:45) - Unemployment Lag
(09:13) - Fed's Timing
(09:36) - Strategic Cuts
(10:38) - Debt Refinancing Cycle
(11:02) - Global Dollar Shortage
(11:34) - Janet Yellen's Role
(12:09) - Chinese Debt
(13:35) - Market Predictions
(14:05) - Strong Dollar Impact
(15:43) - Yield Curve Control
(16:16) - Basel 4 Regulations
(16:46) - Government Bonds
(17:13) - Exponential Age Investments
(18:05) - Crypto Portfolio
(18:34) - Macro Trade Struggles
(19:05) - Liquidity Cycle
(20:06) - Technology Correlation
(20:48) - Asset Performance
(21:21) - Optimal Trade Strategy
(21:47) - Debt Monetization
(22:08) - Economic Growth Drivers
(22:41) - Population and Productivity
(23:13) - Technology's Role
(23:49) - Energy Costs
(24:27) - Green Energy Investments
(25:02) - Post-WWII Comparison
(26:08) - AI and Robots
(27:10) - Young Generation Challenges
(27:35) - Housing Market Issues
(28:10) - Wage Growth Stagnation
(28:42) - Asset Scarcity
(29:31) - Crypto Investment Strategy
(30:27) - Global Utility of Blockchain
(30:59) - Market Cap Growth
(31:33) - Investment Opportunities
(32:03) - Risk Management
(33:00) - Long-Term Strategy
(33:29) - Personal Portfolio
(33:57) - Time Horizons
(34:32) - Investing Psychology
(35:07) - Market Cycles
(35:39) - Missed Trades
(36:06) - ETF Impact
(36:42) - Market Volatility
(37:53) - Technology and NASDAQ
(38:52) - Sentiment Challenges
(39:23) - Adoption of Blockchain
(39:46) - Bitcoin's Role
(40:16) - Risk Curve
(40:49) - Market Trends
(41:20) - Banana Zone Explained
(41:53) - Market Patterns
(42:19) - Technology Integration
(42:49) - Market Breadth
(43:22) - Simplified Investing
(43:57) - Digital Future
(44:54) - Economic Models
(45:51) - Investing Mindset
(46:19) - Practical Applications
(46:54) - Economic Lectures
(47:24) - Simplifying Analysis
(48:23) - Embracing Market Cycles
(48:52) - Opportunity in Declines
(49:26) - Long-Term View
(50:19) - Political Uncertainty
(50:42) - Institutional Challenges
(51:10) - Technology Regulation
(51:50) - Rise of Populism
(55:32) - Final Thoughts
Connect with me:
Twitter (X): https://twitter.com/RaoulGMI
Instagram: https://www.instagram.com/raoulgmi/
LinkedIn: https://www.linkedin.com/in/raoul-pal-real-vision/
Newsletter: https://raoulpal.substack.com
Real Vision: https://rvtv.io/3LHYIaH
Global Macro Investor: https://globalmacroinvestor.com
EXPAAM: https://expaam.com
Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
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Join Raoul Pal as he sits down with Balaji Srinivasan in this highly anticipated re-release of their epic conversation from August 2022. Over two and half hours of deep, thought-provoking discussion, Raoul and Balaji explore the future of nation-states, the transformative power of the internet, the metaverse, and the evolving world of cryptocurrency. This Real Vision classic is a must-listen, offering unparalleled insights into the rise of network states and the inevitable shift towards globalized communities united by shared missions and digital currencies. Prepare to expand your mind and reshape your understanding of the future. Tune in for a journey into the next frontier of human organization.
π₯ This episode is sponsored by Kraken OTC. Get 24/7 access to instant, large-lot pricing and execution for your next large crypto trade. Learn about Kraken OTC’s private, personalized trading services at realvision.com/krakenOTC2024
00:00 - Sponsor: Kraken OTC
01:00 - Introduction
01:36 - Network State Concept by Balaji Srinivasan
06:20 - Regulatory Challenges
10:29 - Digital Identity & Authentication
15:25 - Innovation and Life Extension Technologies
20:10 - Harmonization Impact Globally
25:37 - FDA vs. TSA Comparison
31:14 - Crypto Enabling New Zones
37:26 - Digital Frontier in 1991
43:34 - Cloud Continent Rise
49:23 - Digital Communities & Network Effects
54:23 - Centralization & Decentralization
1:00:09 - English-Speaking Internet Future
1:07:07 - Particularist Ideologies
1:13:00 - Technology and Harmonization
1:30:01 - Currency in the 2010s
1:35:16 - German Nationalism History
1:40:28 - Robotics vs. Demographics
1:45:14 - Founders and Innovation Communities
1:50:19 - Emerging Freedom Cluster
1:56:13 - Digital Nation-States Definition
2:00:28 - Network State Principles for Real Vision
2:05:21 - Modern Voluntary Guilds
2:10:21 - Scaling Network States
2:15:50 - Decentralized Zones & High Trust Communities
2:20:46 - Quantifying Community Connections
2:27:35 - Onchain Census for Recognition
2:33:35 - Conclusion & Final Thoughts
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Connect with me:
Twitter (X): https://twitter.com/RaoulGMI
Instagram: https://www.instagram.com/raoulgmi/
LinkedIn: https://www.linkedin.com/in/raoul-pal-real-vision/
Newsletter: https://raoulpal.substack.com
My other work:
Real Vision: https://rvtv.io/3LHYIaH
Global Macro Investor: https://globalmacroinvestor.com
EXPAAM: https://expaam.com
Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
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π₯ Visit www.realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION’.
π₯ Get FREE ACCESS to Real Vision https://rvtv.io/3U1GFAD.
Raoul welcomes Chris Burniske, partner at the crypto VC firm Placeholder, for a wide-ranging conversation on where we're at in the macro-crypto cycle and what the future of digital assets investing looks like. They cover airdrops, liquidity factors, how to manage information flow, and so much more. Recorded on July 2, 2024.
This episode is brought to you by TOKEN2049 Singapore. Join over 20,000 attendees for the world’s largest crypto event: TOKEN2049 Singapore from 18 to 19 September.
Balaji Srinivasan, Solana’s Anatoly, Arthur Hayes, and over 250 others will hit the stage, as TOKEN2049 takes over the iconic Marina Bay Sands in Singapore.
With over 500 side events during TOKEN2049 Week, Singapore will transform into a crypto hub from 16 to 22 September, capped off by AFTER 2049, and the Formula 1 Grand Prix race weekend. Everyone will be there – this is the one event you can’t miss this year.
π₯ Visit www.realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION’.
Timestamps:
00:00 - Sponsor: Token2049
00:53 - Subscribe to the channel
01:23 - Introduction
02:05 - Real Vision's Mission
02:43 - Guest Introduction: Chris Burniske
04:00 - Interview with Chris Burniske Begins
05:14 - Market Cycle Discussion
05:56 - Investment Focus on Solana
09:01 - VC Investment Dynamics
15:32 - Token Incentive Systems
16:38 - Challenges with Airdrops
19:40 - Market Structure and Valuation
22:22 - Token Dynamics and VC Roles
24:18 - Investment Strategies and Market Trends
27:47 - Future of Crypto Adoption
28:52 - Attention and Token Valuation
32:21 - Technology and Latency
33:22 - Challenges with Current Platforms
34:34 - Conviction in Crypto
37:10 - Economic Impact and Liquidity
39:12 - Investment Focus and Strategies
44:00 - Future Market Predictions
49:52 - Impact of Regulatory Environment
51:05 - Social Media Influence
55:21 - Importance of Signal and Filtering
1:00:00 - Debasement and Liquidity Cycles
1:02:18 - Business Cycle and Asset Flows
1:07:15 - Long-Term Investment Strategies
1:20:11 - Attention and Social Consensus
1:25:35 - Cultural Relevance of NFTs
1:33:08 - Conclusion
Connect with me:
Twitter (X): https://twitter.com/RaoulGMI
Instagram: https://www.instagram.com/raoulgmi/
LinkedIn: https://www.linkedin.com/in/raoul-pal-real-vision/
Newsletter: https://raoulpal.substack.com
My other work:
Real Vision: https://rvtv.io/3LHYIaH
Global Macro Investor: https://globalmacroinvestor.com
EXPAAM: https://expaam.com
Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
Learn more about your ad choices. Visit podcastchoices.com/adchoices -
π₯ Visit www.realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION'.
π₯ Get FREE ACCESS to Real Vision https://rvtv.io/3U1GFAD.
It's time for a liquidity masterclass with Michael Howell. Raoul's Everything Code thesis suggests that liquidity is the biggest driver of asset prices across both macro and crypto. Today for all viewers, he welcomes the industry's foremost liquidity expert Michael Howell, founder and CEO of CrossBorder Capital, where global money flows are headed, how this impacts markets, and whether it could push us into the next "Banana Zone." Recorded on June 24, 2024.
This episode is brought to you by TOKEN2049 Singapore. Join over 20,000 attendees for the world's largest crypto event: TOKEN2049 Singapore from 18 to 19 September. Balaji Srinivasan, Solana's Anatoly, Arthur Hayes, and over 250 others will hit the stage, as TOKEN2049 takes over the iconic Marina Bay Sands in Singapore. With over 500 side events during TOKEN2049 Week, Singapore will transform into a crypto hub from 16 to 22 September, capped off by AFTER 2049, and the Formula 1 Grand Prix race weekend. Everyone will be there – this is the one event you can't miss this year.
π₯ Visit www.realvision.com/token2049 for 15% off tickets, only with the code 'REALVISION'.
Timestamps:
00:00 - Sponsor: Token2049 event in Singapore
00:51 - Importance of subscribing and engaging with the channel
01:19 - Raoul Pal introduces his show "The Journeyman"
01:52 - Overview of Raoul Pal's "Everything Code" thesis
02:26 - Explanation of the debt refi cycle and liquidity's role
03:01 - Discussion with Mike Howell on liquidity
03:38 - Mike Howell's background and framework on liquidity
05:17 - Evolution of global liquidity concept
07:27 - Current liquidity frameworks and key metrics
10:39 - Dominance of liquidity in markets since the mid-2000s
12:13 - Correlation between global liquidity and market performance
15:11 - Importance of term premium and its impact on bond markets
17:14 - Liquidity's effect on P/E ratios and market dynamics
18:17 - Central banks' role in maintaining liquidity and managing debt
21:22 - Differentiating between monetary inflation and deflation crises
23:22 - The significance of debt refinancing in financial crises
25:38 - Various sources of liquidity in the US
27:39 - Treasury General Account and its impact on liquidity
28:42 - Discussion on the dollar milkshake theory and dollar strength
31:45 - China's role and challenges in the global liquidity landscape
33:52 - Janet Yellen's strategies to add liquidity
36:04 - Potential impact of Fannie Mae's changes on liquidity
39:28 - Challenges faced by China's economy and the need for liquidity
41:30 - Basel 4 and its implications for banks and bond markets
43:36 - Europe's green energy transition and its impact on liquidity
44:32 - Potential risks and opportunities in the French banking sector
45:00 - Likelihood of central banks using their balance sheets
46:38 - Forecast for the liquidity cycle in the next few years
50:44 - Prospects for risk assets in a sluggish economy
51:20 - Expected peak of the liquidity cycle and underlying trends
56:03 - Historical parallels with post-World War II debt cycles
57:01 - Necessity of liquidity for economic stability and growth
59:09 - Central banks' understanding of the global debt situation
1:00:05 - Importance of monitoring liquidity and potential future trends
Connect with me:
Twitter (X): https://twitter.com/RaoulGMI
Instagram: https://www.instagram.com/raoulgmi/
LinkedIn: https://www.linkedin.com/in/raoul-pal-real-vision/
Newsletter: https://raoulpal.substack.com
My other work:
Real Vision: https://rvtv.io/3LHYIaH
Global Macro Investor: https://globalmacroinvestor.com
EXPAAM: https://expaam.com
Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
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