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Raoul Pal The Journey Man
United States
Приєднався 26 вер 2023
Join me on my journey through macro, crypto and the Exponential Age of technology.
The world is changing faster than ever before. This comes with life-changing opportunities but also unprecedented challenges. In The Journeyman, I talk to the greatest minds at the nexus of macro, crypto, and technology to figure out exactly what the Exponential Age means for us all. I uncover the big trends, potential investment opportunities, and economic risks and rewards, and ask the big questions on how this impacts us, our businesses, and our societies.
Brought to you by Real Vision.
The world is changing faster than ever before. This comes with life-changing opportunities but also unprecedented challenges. In The Journeyman, I talk to the greatest minds at the nexus of macro, crypto, and technology to figure out exactly what the Exponential Age means for us all. I uncover the big trends, potential investment opportunities, and economic risks and rewards, and ask the big questions on how this impacts us, our businesses, and our societies.
Brought to you by Real Vision.
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
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
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RV Classic: Mastering Life and Investments with Tim Ferriss
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Inside the 'Banana Zone': 2024 Crypto PREDICTIONS w/ Raoul Pal & Arthur Hayes
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The SECRETS to Longevity and Exponential Tech with Peter Diamandis
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What Happens When The US Dollar Dies w/ Brent Johnson
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Crypto is About to GO BANANAS! w/ @CryptoBanterGroup
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Crypto: The Ultimate Wealth MACHINE w/ @InvestAnswers
Переглядів 96 тис.Місяць тому
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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
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When Raoul Pal is Going to SELL CRYPTO
How BlackRock Makes Billions Using The World’s Money
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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
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)
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Raoul Pal on the Biggest Macro Trade of All Time (Crypto)
The Shocking Truth Behind Raoul Pal's Predictions
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The Shocking Truth Behind Raoul Pal's Predictions
Raoul Pal's Bold Prediction: ETH Triumphs Over Bitcoin
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Raoul Pal's Bold Prediction: ETH Triumphs Over Bitcoin
@AltcoinDaily: Raoul Pal's Crypto Forecast - Things are about to go crazy!
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@AltcoinDaily: Raoul Pal's Crypto Forecast - Things are about to go crazy!
Urgent Update: How to Invest in the Upcoming Massive Crypto Bull Market
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Urgent Update: How to Invest in the Upcoming Massive Crypto Bull Market
Why Crypto Will Be A $100 Trillion Industry (2024)
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Why Crypto Will Be A $100 Trillion Industry (2024)
Unlocking the Secret Cellar: Crypto Meets Rare Wine
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Jack Butcher & Raoul Pal: The Evolution and Future of AI-generated Art
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Jack Butcher & Raoul Pal: The Evolution and Future of AI-generated Art
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
Vematum is the future of digital transactions. Get in early for biggest gains!
The Vematum ecosystem is top-notch. Can't wait to see it grow!
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.
When "Charlie's trying to diversify", we're talking big digits.
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.
So the dollar will be the world reserve currency forever and ever, American delusions of grandeur...
Awesome. I'm really beliver in that...
Raoul, please help us 😭😭
BITCOIN CRYPTO HAS NO VALUE 0
OK, let's see if we'll get a real big recession after 3-5 years.
Raul pal my favourite
You do more for the community than you get credit for! Thank you! 🙏
🐐🐐
The chart at 1:37:15 gives away the whole game. There are no more excuses
Thankyou for the amazing insight!!!!!!!!! Much appreciated!!!!!!!
Robot mfg will be done outside of china...
Is there a tool that allows me to buy tokens automatically?
Excellent presentation and great job by Julien on explaining the complex economic concepts at a laymen level.
Silver miners will out perform BTC over the next 2 years.
Solid alpha... The central banks are losing their relevance in this new world of money that's being birthed
Kaspa (Kas) will out perform Solana!
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.
Exactly
Great stream gents
Outstanding stuff. Loved it
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.
Raoul - phenomenal value as always. Thanks for all you do!
Great show guys!
Great video
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.
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
Let's go guys 🚀🚀🚀🚀
love you Raoul please keep changing our lives for the better
Just needed to reassure my bullish outlook. Thanks Raul!
If it’s yellow and quacks it’s a duck. Or a man disguised as a giant duck 🦆
GM from The Real World by tate. Raoul Pal is a true G
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.
Thank you!
Thank you gentlemen!
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.
SUI and SEI may outperform SOL in price increase as Layer 1 chains
"Shut the fuck'n door!"---Powell
Appreciate the information sehr
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.
This makes more sense. Banana zone in June? Why? That made no sense.
Thank you Maggie & Raoul, great insights!
Great interview. Covers so much I’ll need to listen to this a few times. Thanks
Wow what a discussion
Thank you so much for bringing clarity into whats going on and really driving the markets.
💖 Big thanks for the insights into NVIDIA and XAI94K. Both seem like solid picks for the future 💖