Raoul Pal The Journey Man
Raoul Pal The Journey Man
  • 250
  • 2 999 422
SECRETS Wall Street Doesn't Want You To Know: LIQUIDITY is Coming!
🔥 Get FREE ACCESS to Real Vision 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.
🔥 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): RaoulGMI
Instagram: raoulgmi
LinkedIn: www.linkedin.com/in/raoul-pal-real-vision/
Newsletter: raoulpal.substack.com
My other work:
Real Vision: rvtv.io/3LHYIaH
Global Macro Investor: globalmacroinvestor.com
EXPAAM: expaam.com
Disclaimer: media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
#raoulpal #crypto #macro #liquidity #realvision #michaelhowell #macroeconomics #macroeconomia #financialeducation #financialmarkets #financialfreedom #financialplanning #financialliteracy
Переглядів: 67 773

Відео

The TRUTH: How AI Will DISRUPT Global Markets FOREVER
Переглядів 23 тис.12 годин тому
🔥 Get FREE ACCESS to Real Vision rvtv.io/3U1GFAD. Welcome to an exclusive panel discussion recorded at the SuperAI event in Singapore on June 5th, 2024. Thanks to the generosity of SuperAI, we’re excited to share this compelling conversation with our Real Vision community. Please check more about SuperAI at www.superai.com/ Explore the intersection of AI, global macroeconomics, and the exponent...
URGENT Update: Is the BOTTOM IN? #Solana #SOL
Переглядів 77 тис.21 годину тому
🔥 Get FREE ACCESS to Real Vision rvtv.io/3U1GFAD. Raoul shares a timely update on the latest price action in #Solana. Real Vision co-founder and CEO Raoul Pal shares his insights on the price action in $SOL and why it could be entering the "Banana Zone." Based on charts and data from his research at Global Macro Investor, Raoul provides valuable perspectives on what investors should look for ne...
The $100 TRILLION Crypto OPPORTUNITY w/ @when-shift-happens
Переглядів 66 тис.День тому
The $100 TRILLION Crypto OPPORTUNITY w/ @when-shift-happens
RV Classic: Mastering Life and Investments with Tim Ferriss
Переглядів 8 тис.14 днів тому
RV Classic: Mastering Life and Investments with Tim Ferriss
Inside the 'Banana Zone': 2024 Crypto PREDICTIONS w/ Raoul Pal & Arthur Hayes
Переглядів 50 тис.14 днів тому
Inside the 'Banana Zone': 2024 Crypto PREDICTIONS w/ Raoul Pal & Arthur Hayes
The SECRETS to Longevity and Exponential Tech with Peter Diamandis
Переглядів 14 тис.21 день тому
The SECRETS to Longevity and Exponential Tech with Peter Diamandis
What Happens When The US Dollar Dies w/ Brent Johnson
Переглядів 53 тис.Місяць тому
What Happens When The US Dollar Dies w/ Brent Johnson
Crypto is About to GO BANANAS! w/ @CryptoBanterGroup
Переглядів 67 тис.Місяць тому
Crypto is About to GO BANANAS! w/ @CryptoBanterGroup
Crypto: The Ultimate Wealth MACHINE w/ @InvestAnswers
Переглядів 96 тис.Місяць тому
Crypto: The Ultimate Wealth MACHINE w/ @InvestAnswers
The Everything Code: Making Sense of Everything (2024)
Переглядів 150 тис.Місяць тому
The Everything Code: Making Sense of Everything (2024)
Unlocking the Power of Polkadot with Gavin Wood & Raoul Pal
Переглядів 25 тис.Місяць тому
Unlocking the Power of Polkadot with Gavin Wood & Raoul Pal
When Raoul Pal is Going to SELL CRYPTO
Переглядів 111 тис.Місяць тому
When Raoul Pal is Going to SELL CRYPTO
How BlackRock Makes Billions Using The World’s Money
Переглядів 28 тис.Місяць тому
How BlackRock Makes Billions Using The World’s Money
Raoul Pal on Investing in Bitcoin: The Ultimate Wealth Building Strategy
Переглядів 16 тис.Місяць тому
Raoul Pal on Investing in Bitcoin: The Ultimate Wealth Building Strategy
Dogecoin: The Rise of a Meme Coin and its Potential Impact on Cryptocurrency
Переглядів 7 тис.Місяць тому
Dogecoin: The Rise of a Meme Coin and its Potential Impact on Cryptocurrency
How Solana is Making Its Network More Reliable: Raoul Pal & Joe McCann
Переглядів 7 тис.2 місяці тому
How Solana is Making Its Network More Reliable: Raoul Pal & Joe McCann
Cost of Living Crisis: Raoul Pal on the Debasement of Currency
Переглядів 19 тис.2 місяці тому
Cost of Living Crisis: Raoul Pal on the Debasement of Currency
Solana: The Big Crypto Bet
Переглядів 76 тис.2 місяці тому
Solana: The Big Crypto Bet
Don't Panic! Raoul Pal's Urgent Crypto Market Update
Переглядів 107 тис.2 місяці тому
Don't Panic! Raoul Pal's Urgent Crypto Market Update
Why Bitcoin is the Best Investment Ever Made with Anthony Scaramucci
Переглядів 21 тис.2 місяці тому
Why Bitcoin is the Best Investment Ever Made with Anthony Scaramucci
Raoul Pal: The Liquidity Crisis is Coming!
Переглядів 38 тис.2 місяці тому
Raoul Pal: The Liquidity Crisis is Coming!
Raoul Pal on the Biggest Macro Trade of All Time (Crypto)
Переглядів 8 тис.2 місяці тому
Raoul Pal on the Biggest Macro Trade of All Time (Crypto)
The Shocking Truth Behind Raoul Pal's Predictions
Переглядів 13 тис.2 місяці тому
The Shocking Truth Behind Raoul Pal's Predictions
Raoul Pal's Bold Prediction: ETH Triumphs Over Bitcoin
Переглядів 43 тис.2 місяці тому
Raoul Pal's Bold Prediction: ETH Triumphs Over Bitcoin
@AltcoinDaily: Raoul Pal's Crypto Forecast - Things are about to go crazy!
Переглядів 30 тис.2 місяці тому
@AltcoinDaily: Raoul Pal's Crypto Forecast - Things are about to go crazy!
Urgent Update: How to Invest in the Upcoming Massive Crypto Bull Market
Переглядів 115 тис.2 місяці тому
Urgent Update: How to Invest in the Upcoming Massive Crypto Bull Market
Why Crypto Will Be A $100 Trillion Industry (2024)
Переглядів 20 тис.2 місяці тому
Why Crypto Will Be A $100 Trillion Industry (2024)
Unlocking the Secret Cellar: Crypto Meets Rare Wine
Переглядів 4,3 тис.2 місяці тому
Unlocking the Secret Cellar: Crypto Meets Rare Wine
Jack Butcher & Raoul Pal: The Evolution and Future of AI-generated Art
Переглядів 1,3 тис.2 місяці тому
Jack Butcher & Raoul Pal: The Evolution and Future of AI-generated Art

КОМЕНТАРІ

  • @jorgelopez3288
    @jorgelopez3288 Годину тому

    Really amazing. It's difficult to believe that's been so easy to invest. But it's not easy to not mid curve it. Dftu, don't midcurve

  • @AjayHada-mi2he
    @AjayHada-mi2he Годину тому

    Vematum is the future of digital transactions. Get in early for biggest gains!

  • @anilpandit2607
    @anilpandit2607 Годину тому

    The Vematum ecosystem is top-notch. Can't wait to see it grow!

  • @heresroddy5162
    @heresroddy5162 Годину тому

    Hi viewers, tickle the subscribe button, Raoul doesn't ask for anything else. I'm just a viewer, and this content is right on point, always.

  • @jarinorvanto4301
    @jarinorvanto4301 Годину тому

    When "Charlie's trying to diversify", we're talking big digits.

  • @hume1234561
    @hume1234561 2 години тому

    More liquidity means monetary debasement as was mentioned. Which forces gold monetisation and a gold revaluation. That is the end of the USD as the global reserve currency. What is being implemented is capital controls and further deindustrialisation. A permanent recession if you will. This stops domestic claims on currency so governments can meet oversea obligations.

  • @dansabar
    @dansabar 2 години тому

    So the dollar will be the world reserve currency forever and ever, American delusions of grandeur...

  • @tomaszkobusinski4266
    @tomaszkobusinski4266 3 години тому

    Awesome. I'm really beliver in that...

  • @JROME69
    @JROME69 3 години тому

    Raoul, please help us 😭😭

  • @petruflorintofoleanu5865
    @petruflorintofoleanu5865 5 годин тому

    BITCOIN CRYPTO HAS NO VALUE 0

  • @Originalimoc
    @Originalimoc 5 годин тому

    OK, let's see if we'll get a real big recession after 3-5 years.

  • @raghuveer1283
    @raghuveer1283 5 годин тому

    Raul pal my favourite

  • @CryptoProfitTrading
    @CryptoProfitTrading 5 годин тому

    You do more for the community than you get credit for! Thank you! 🙏

  • @lucaskoa
    @lucaskoa 6 годин тому

    🐐🐐

  • @sigma_brethren
    @sigma_brethren 6 годин тому

    The chart at 1:37:15 gives away the whole game. There are no more excuses

  • @peterryan5606
    @peterryan5606 7 годин тому

    Thankyou for the amazing insight!!!!!!!!! Much appreciated!!!!!!!

  • @PFlow007
    @PFlow007 9 годин тому

    Robot mfg will be done outside of china...

  • @AliaValiquette
    @AliaValiquette 10 годин тому

    Is there a tool that allows me to buy tokens automatically?

  • @stevenmeacham-re4on
    @stevenmeacham-re4on 10 годин тому

    Excellent presentation and great job by Julien on explaining the complex economic concepts at a laymen level.

  • @ricky27421
    @ricky27421 11 годин тому

    Silver miners will out perform BTC over the next 2 years.

  • @CoexistenceSteven
    @CoexistenceSteven 11 годин тому

    Solid alpha... The central banks are losing their relevance in this new world of money that's being birthed

  • @KaspaBrasil
    @KaspaBrasil 11 годин тому

    Kaspa (Kas) will out perform Solana!

  • @beginning-j8h
    @beginning-j8h 12 годин тому

    Howell is the only person on RV who has been right about the market direction for the last 3-4yrs (Steno is another but with a bit lower accuracy). All other folks on RV are basically same as cramer.

  • @dennisxenos2790
    @dennisxenos2790 13 годин тому

    Great stream gents

  • @SnowShredder81
    @SnowShredder81 13 годин тому

    Outstanding stuff. Loved it

  • @stephenritchie3829
    @stephenritchie3829 15 годин тому

    CEO's are expendable..While BTC maybe the long term most valuable asset what about maximising your asset in high's and lows of market moves. To not think about this and only focusing on the long term up only is short selling your members. Surely you have to consider levels and ranges at positions everyone can see to buy or sell holdings (whether momentum is with or against us, there is a rationale to buy in and sell out of each range of the market, ( a friend asking me why btc is crashing after a $2M Loss on paper is scared because he doesn't know how to trade in and out of the market to maximise his position.) Simple, manage your asset, don't watch it rise and fall like a rainbow, manage it!, C'mon Raoul you're better than this.

  • @JosiahSmelser
    @JosiahSmelser 16 годин тому

    Raoul - phenomenal value as always. Thanks for all you do!

  • @Limitless1717
    @Limitless1717 17 годин тому

    Great show guys!

  • @cryptoassetcai
    @cryptoassetcai 18 годин тому

    Great video

  • @CryptoGemHunter1013
    @CryptoGemHunter1013 18 годин тому

    Oasis Network (ROSE) is the most underated altcoin. They overtook NEAR as the most frequently developed AI crypto project. They also recently partnered with Google Cloud to pioneer differential privacy in data analytics and AI.

  • @EdwardSWismayer
    @EdwardSWismayer 18 годин тому

    Maybe @RaoulPal tell us about Coinbase’s spot DOT ETF…. We know polkadot is not your Solana…. But you don’t need to keep it hidden ! Maybe Sol will be 4th to get its spot ETF approved

  • @wiillyannn
    @wiillyannn 18 годин тому

    Let's go guys 🚀🚀🚀🚀

  • @piotrkaczynski9843
    @piotrkaczynski9843 19 годин тому

    love you Raoul please keep changing our lives for the better

  • @larry6406
    @larry6406 19 годин тому

    Just needed to reassure my bullish outlook. Thanks Raul!

  • @Icarus169
    @Icarus169 19 годин тому

    If it’s yellow and quacks it’s a duck. Or a man disguised as a giant duck 🦆

  • @yardencohen1195
    @yardencohen1195 19 годин тому

    GM from The Real World by tate. Raoul Pal is a true G

  • @uxpjsxu
    @uxpjsxu 19 годин тому

    So P going up faster than E ie price (P) response to liquidity is greater than earnings (E) response to economic growth , is basically saying there is mass mal investment in the system.

  • @vatchebalayan3397
    @vatchebalayan3397 20 годин тому

    Thank you!

  • @vatchebalayan3397
    @vatchebalayan3397 20 годин тому

    Thank you gentlemen!

  • @asmith6931
    @asmith6931 21 годину тому

    Why does RP think he is the one who has worked this out? Ed Griffin call this one decades ago. And before him numerous politicians and esteemed businessmen going back over 300years. Let’s not forget that long hired guy who cracked his whip in the church 2000 years ago.

  • @vladsuski1321
    @vladsuski1321 21 годину тому

    SUI and SEI may outperform SOL in price increase as Layer 1 chains

  • @stacydalebarendse3978
    @stacydalebarendse3978 22 години тому

    "Shut the fuck'n door!"---Powell

  • @shurikansounds
    @shurikansounds 22 години тому

    Appreciate the information sehr

  • @user-gz9th1rl9j
    @user-gz9th1rl9j 23 години тому

    신간: 비트코인은 거품붕괴로 0원이 된다. . 비트코인은 한 때 1억원이 넘은적도 있지만, 곧 폭락하기 시작한다. . 스위스 비밀은행에 숨겨진 2500조원의 자금의 대이동은 끝났다. ETF 상장으로 인해 비트코인은 무한공급 된다 등 다른 수급 요인 3-4가지 등으로 자세히 설명한다. 워런 버핏이 비트코인으로 하는 송금 기능도 완벽 대체해서, 일본 종합무역상사에 투자했다. Why? 그 요령과 이유 등 비트코인, 금거품이 붕괴할 수 밖에 없는 이유를 자세히 설명한다. . 또, 금이 앞으로 최소 60%이상 大 폭락해야하는 이유도 독점 공개한다. 금에 투자하면 절대로 안되는 이유와 최초로 공개하는 5개월 타임 래그 금투자법이란 무엇인가 5개월 타임래그 금 투자법의 놀라운 적중률, 적중율 100%에 , 도전하는 5개월 타임래그 금투자법의 근거를 설명한다. 그럼,금은 언제 사야하나? 금은 언제 팔아야 하나 금은 언제까지 내릴까 등을 자세히 설명한다. 왜 금인가? 비트코인은 더욱 더 아니다. 비트코인은 거품 붕괴로 0원이 된다. 아마존에서도 판매중이다. 책명은:Why gold? No Bitcoin: Bitcoin goes to $0 as bubble bursts. 한국판은 부크크에서 POD 책으로 판매 한다. 신간:비트코인은 거품붕괴로 0원이 된다. . 금 가격이 최소 60%(정확히는 58.7%) 폭락해야 하는 이유도 자세히 설명한다. 금은 달러가격을 5개월 후행하는 법칙에 따라야 한다. 100% 적중율을 제시한다. 금 매매법은 :The 5-month time lag gold investment method is 100% accurate 을 준수해야 한다.

  • @glennsoulsby5351
    @glennsoulsby5351 23 години тому

    This makes more sense. Banana zone in June? Why? That made no sense.

  • @annb1855
    @annb1855 День тому

    Thank you Maggie & Raoul, great insights!

  • @glennhamilton6752
    @glennhamilton6752 День тому

    Great interview. Covers so much I’ll need to listen to this a few times. Thanks

  • @0xmelb7
    @0xmelb7 День тому

    Wow what a discussion

  • @whoiswho22
    @whoiswho22 День тому

    Thank you so much for bringing clarity into whats going on and really driving the markets.

  • @PhedraOsman
    @PhedraOsman День тому

    💖 Big thanks for the insights into NVIDIA and XAI94K. Both seem like solid picks for the future 💖