🔥 Get FREE ACCESS to Real Vision rvtv.io/3MMeRfQ CHAPTERS (00:00) Introduction and Sponsor Message (01:15) Raoul Pal Introduces the Show (01:47) Raoul's Background and Career Journey (02:47) Origin of Global Macro Investor (04:22) Economic Growth and Debt (06:23) Government Debt and Financial Repression (09:23) Demographics and Economic Trends (12:55) Business Cycle and Liquidity (15:01) The Importance of Liquidity in Asset Prices (18:13) Predicting the ISM Cycle and Asset Prices (22:48) Global Liquidity and Debt Cycles (25:36) Impact of Demographics on Debt and Growth (27:24) Correlation Between Liquidity and Asset Prices (30:31) The Role of Debasement in Asset Prices (33:26) Forecasting Liquidity and Asset Prices (36:06) The Role of Cycles in the Economy (38:13) Correlation of NASDAQ and Liquidity (41:04) Forecasting the Liquidity Cycle (43:25) The Future of Asset Prices (46:23) Summary of the Everything Code (49:57) Business Cycle and Asset Allocation (53:21) Macro Investing Tool and Real Vision Services (56:37) Importance of CEO Confidence and Earnings (01:00:09) Macro Summer and Seasonal Investing (01:03:43) Performance Across Different Macro Seasons (01:06:13) Identifying Macro Trends (01:08:29) Expansion and Recovery Indicators (01:11:14) Real-Time Example of Growth Momentum (01:13:57) Using Lead Indicators for Investment (01:16:22) Commodity Prices and Financial Conditions (01:18:57) Small Caps and Earnings Cycles (01:22:09) Materials, Industrials, and Financials (01:24:45) Banks and Cyclical Performance (01:27:13) Copper vs. Gold Ratio (01:29:47) Altcoins and the Business Cycle (01:32:22) Altcoins Market Cap Breakout (01:34:31) Technical Analysis of Altcoins (01:36:58) NFTs as Trophy Assets (01:39:26) Impact of Liquidity on NFTs (01:41:57) Crypto Adoption and Growth (01:44:32) Super Massive Black Hole in Crypto (01:47:23) Macro and Crypto Convergence (01:50:17) Conclusion and Final Thoughts
How do you combine an forward Inflation below 3% with a money printing increase and monetary debasement yearly of 8-10%? It doesnt match does it? Thanks for the great presentation
Wow what a collection added value for us the people who try to get deep in to this theme but dont know how to combine all these puzzle pieces. Hands down this is Alpha x100. Thank you Raol thank you Julian. Sometime you guys must feel like witchdoctors or a medium. When we can predict the outcome from assets We can realy unfuck our future.This is Fire!
Tremendous knowledge put together in less than 2.5 hours. Everybody who is not willing to watch and learn, deserves to stay in the rat race. Raoul and Team created this and share it all for free. Don't put it to waste just because you want to "save" yourself 2.5 hours. Thank you to everybody behind this!
THE GRAPH GRT A.I CRYPTO: $6.75 🚀THE GRAPH $GRT IS DOMINATING A.I. DEVELOPMENT AND UPGRADES TO THEIR ECOSYSTEM FOR CHAINLINK, BASE, COINBASE, ETC....GRT is AHEAD OF THE PACK WHEREAS FET/AGIX/OASI👎🏼
how do you think less rate cuts than anticipated (e.g. sticky inflation) will affect the liquidity cycle and perhaps further "delay" fall season/extend summer?
Very informative. Incredible analysis and gigantic added value that you provide here. It simply makes an incredible amount of sense. Thank you very much
🔥 Get FREE ACCESS to Real Vision rvtv.io/3MMeRfQ
CHAPTERS
(00:00) Introduction and Sponsor Message
(01:15) Raoul Pal Introduces the Show
(01:47) Raoul's Background and Career Journey
(02:47) Origin of Global Macro Investor
(04:22) Economic Growth and Debt
(06:23) Government Debt and Financial Repression
(09:23) Demographics and Economic Trends
(12:55) Business Cycle and Liquidity
(15:01) The Importance of Liquidity in Asset Prices
(18:13) Predicting the ISM Cycle and Asset Prices
(22:48) Global Liquidity and Debt Cycles
(25:36) Impact of Demographics on Debt and Growth
(27:24) Correlation Between Liquidity and Asset Prices
(30:31) The Role of Debasement in Asset Prices
(33:26) Forecasting Liquidity and Asset Prices
(36:06) The Role of Cycles in the Economy
(38:13) Correlation of NASDAQ and Liquidity
(41:04) Forecasting the Liquidity Cycle
(43:25) The Future of Asset Prices
(46:23) Summary of the Everything Code
(49:57) Business Cycle and Asset Allocation
(53:21) Macro Investing Tool and Real Vision Services
(56:37) Importance of CEO Confidence and Earnings
(01:00:09) Macro Summer and Seasonal Investing
(01:03:43) Performance Across Different Macro Seasons
(01:06:13) Identifying Macro Trends
(01:08:29) Expansion and Recovery Indicators
(01:11:14) Real-Time Example of Growth Momentum
(01:13:57) Using Lead Indicators for Investment
(01:16:22) Commodity Prices and Financial Conditions
(01:18:57) Small Caps and Earnings Cycles
(01:22:09) Materials, Industrials, and Financials
(01:24:45) Banks and Cyclical Performance
(01:27:13) Copper vs. Gold Ratio
(01:29:47) Altcoins and the Business Cycle
(01:32:22) Altcoins Market Cap Breakout
(01:34:31) Technical Analysis of Altcoins
(01:36:58) NFTs as Trophy Assets
(01:39:26) Impact of Liquidity on NFTs
(01:41:57) Crypto Adoption and Growth
(01:44:32) Super Massive Black Hole in Crypto
(01:47:23) Macro and Crypto Convergence
(01:50:17) Conclusion and Final Thoughts
S Au
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Thank you Rauol. Absolutely priceless, fantastic work!!
Smash that LIKE BUTTON and SUBSCRIBE for more...
You guys kept saying 2 hours is too long….I could listen to you guys ALL DAY! SO AWESOME!!!! THANK YOU!!!!
❤Lifestyle chips, makes sense and yet uncomfortable to sell quality assets for Fiat trash that is being debased, how could value be stored though?
This is mind blowing !!! Great content … continue your content regardless of the length of video
Definatley !!! :) great learning stuff for me, incl. RV. Thx so much....
Every video you make is pure gold.
Wow, thank you so much! I’m glad you’re enjoying the content!
this video and all of the information packed in it is pure gold!! protect you bags and prosper it'
s gonna be a great year!
Thanks for watching!
Probably the most insightful finance video I’ve ever watched. been following you for awhile Raoul, thank you so much
This is the best video of all time on UA-cam. Real Vision subscriber 🚀
Your support means the world to me! I'm grateful to have you as a subscriber.
The chart at 1:37:15 gives away the whole game. There are no more excuses
Thank you for helping me to stay focused
You got this!
Genius level
Thank you! I appreciate your feedback and glad you think so highly of it!
Thank you Raoul for elucidating your viewpoint in this video. I'll have to watch it again to absorb all the wisdom and experience contained therein.
Some tough technical concepts but overall a great job in explaining the most important ideas for what lays ahead - such as 'the banana zone'...
What if they do not print money does this "everything code" does not work? Or if the economy collapses?
Thank you for your work
Thanks Raoul and Julien for share your view. I've never seen so deep insights in one place.
Our pleasure!
Great video. Ive shared it and liked it👍
Thanks for sharing!!
Need to rewatch this, probably twice
A very special presentation, thanks for the huge effort you have all put into this
Great episode! Tnx!
This is gold
really appreciate the effort and work within this presentation. Amazing you have made this public.
My job and the job of Real Vision is to help people...
Raoul is amazing for explaining his work! appreciate it so much!
Thank you!!
macro has always been a bit of a back box for me. this clears some of it up, thanks guys!
Thanks for that!
Great contenta as always.😊
That was an amazing insight. Thank you both for your relentless effort to help the small guy ❤
How do you combine an forward Inflation below 3% with a money printing increase and monetary debasement yearly of 8-10%? It doesnt match does it? Thanks for the great presentation
💎 noted
Thank you Raoul & Julien for this fantastic presentation!!!
The RP. Banana zone 🍌
This looks identical to Michael Howell's Global Liquidity Cycle presentation.
Thank you so much Raoul!
The best investment ever 🎉❤
Thanks Raoul
Priceless!!!
PAPA BLESS
Papa Bless and may the memes be ever in your favor!
Wow what a collection added value for us the people who try to get deep in to this theme but dont know how to combine all these puzzle pieces. Hands down this is Alpha x100. Thank you Raol thank you Julian. Sometime you guys must feel like witchdoctors or a medium. When we can predict the outcome from assets We can realy unfuck our future.This is Fire!
Amazing, thank you so much for doing this!!!
Anyone holding Nervos Network? CKB
Great conversation Raoul. love it
Thanks Rauol!
Thanks Raoul …. Cheers !
Fking legendary presentation
Fantastic
Thank you so much 😀
Thank you for giving me clarity and unfucking my mind!
Arguably the most important insights to help us all 'unfuck our future' - Thanks
The most comprehensive macro cycle breakdown I’ve ever seen - mandatory viewing
Raoul Pal is the equivalent of the Rich Dad everyone didn't have growing up in the book Rich Dad, Poor Dad.
Thank you for this inside information...... You are decent man in a world filled with scammers.
Well done.
Possible one of the most important investment videos on the internet right now.
Tremendous knowledge put together in less than 2.5 hours. Everybody who is not willing to watch and learn, deserves to stay in the rat race. Raoul and Team created this and share it all for free. Don't put it to waste just because you want to "save" yourself 2.5 hours.
Thank you to everybody behind this!
Great video. Gonna watch it multiple times.
Possibly the single most valuable video on YT ever. Thank you Raoul.
LITERALLY THE ULTIMATE Masterclass!!!!!! Thank you guys
Totally and utterly brilliant. Value beyond value 👏 thank you 🙏
This video made me go ahead and purchase a RV subscription, great stuff, keep it up!
Thank you so much for your support! It means a lot to me.
This should have gone viral...I feel sorry for who didn't watched this
Better for us :)
Very generous of you to give this information for free
You can support this channel by subscribing and sharing this video
Excellent video and analysis. Thanks Raoul.
Glad you liked it!
Legendary 2 hours - so thankful
4 year economics degree is done in 2 hours. Thanks Raoul Pal
Who needs 4 years when you have Raoul Pal on speed dial, right?
@@RaoulPalTJM exactly
Agree ...
I've applied for a refund for my B.Econ at University of Sydney. I'm not holding my breath
super brilliant and helpful stuff. Truly a masterclass. Cannot thank you enough guys for all the value you provide for us all.
So much Alpha. So many nuggets. One of your best videos. Thanks!!
A galactic level of macro-financial understanding, spoken in a way the common man/woman can relate. Exponentially beneficial.
Much appreciated gents! Possibly the most important video for digital asset investors to see and understand
How is this free.
Thanks Raoul and Julien..as a teacher of mostly low to middle income students studying Economics, this will change lives..forever grateful.
Excellent presentation and great job by Julien on explaining the complex economic concepts at a laymen level.
Glad it was helpful!
When one talks of golden nuggets. This macro review is what they are referring to! Top alpha! Thank you both and the team behind this ❤
Our pleasure!
Saved downloaded shared / namaste 🙏🏻
You're the best!
Gotta say the amount of world class knowledge and insights were being given from this is phenomenal. Thank you Raoul and Julliene.
This is the best video I’ve watched from you. Thank you
Fantastic content, it should be mandatory viewing for every young person in the world! Thanks Raoul.🔥
Simply amazing. Thank you so much for such great information and insight., Truly rare!
Glad it was helpful!
Cheers Raoul, always appreciate your analysis and expertise, and generosity in spreading what you know. Enjoy the islands
Thanks, will do!
Thank you for your work, 25 years old and excited to study your work for the many years ahead
why 53K people watched but not all liked it. You gotta like this video. It's one of the best on this platform
Absolute masterclass. Thank you Raoul and team. I'll be rewatching and taking notes.
I'm glad you found the content valuable! Keep learning and applying.
This is all crystal clear!
Awesome MBA+
Level training!
Excellent! Will rewatch it a few times! Thanks, Cheers!
If back in 2008 everything was reset by lowering interest rates to 0. Could 2020 have created another reset and started a new cycle?
this is excellent work! hard to see a world where crypto doesn’t go exponential
Excellent video. Thanks!!
You are welcome!
Guys , Well done and Thankyou 👌
Most important 2.1/2 hrs of my year so far
I'm so glad you found the video valuable!
Poor South Africa - my home country - We're in bloomin winter or fall all the time...[1h 23m]
"Diversification is dead" - Raoul Pal
It's definitely an interesting perspective to consider!
THE GRAPH GRT A.I CRYPTO: $6.75 🚀THE GRAPH $GRT IS DOMINATING A.I. DEVELOPMENT AND UPGRADES TO THEIR ECOSYSTEM FOR CHAINLINK, BASE, COINBASE, ETC....GRT is AHEAD OF THE PACK WHEREAS FET/AGIX/OASI👎🏼
This is the best, highest-density, highest-signal encapsulation of the current state of macro & future macro thesis I've ever seen
PURE GOLD
Hands down the most insightful macro view for financial freedom in a ten year plan of action. Bravo Raoul, Julien and team!
@RaoulPalTJM
Raoul, are still 90% in Sol, even after Eth ETF being approved and hard decline in Sol/Eth chart ?
Thanks man in advance for response...
Wow. one of the most valuable vids on UA-cam. Masterclass indeed. So grateful to the team!
We might need to start charging for these masterclasses soon! Just kidding. Your support is priceless!
Thanks for providing sufficient amount of data, opinions and experience with the complete intention of protecting regular day investors/families.
Our pleasure!
A+++++++
great stuff . appreciated cheers
No problem 👍
🦆
how do you think less rate cuts than anticipated (e.g. sticky inflation) will affect the liquidity cycle and perhaps further "delay" fall season/extend summer?
Very informative. Incredible analysis and gigantic added value that you provide here. It simply makes an incredible amount of sense. Thank you very much
Thank you! Thank you!! Thank you!!!!! 🙏🏽
Your gratitude means the world to me, thank you!
If its all about Liquidity, then you better understand Richard Hearts Pulsechain blockchain and the Lquidity web being developed there
It’s almost like Satoshi KNEW this 4 year cycle. As Bitcoin halving perfectly aligns with it 😳
Thanks, Raoul, very very useful. My mind is going bananas. Greetings from Amsterdam
Awesome as always.
Which platforms reflect risk management within legacy institutions?. Does risk even matter?