🔥 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
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!
Cant commend you both enough for making this public, what a contribution to the lives of thousands including myself. Thank you both for this clear picture of how the world really works, indeed rare in an age where the majority are asleep to this life changing knowledge.
This is an incredibly generous masterclass. Can’t believe you share it on RU-vid, but many thanks for so doing. Just watched it for a second time and sat two eldest CG listen down to watch as well. Incredible thoughtful work, so clearly communicated. DFTU!
Thank you very much for this presentation. This is a golden opportunity to have financial freedom. The fact that you put this info out, in public, for FREE, says a lot about your character Raoul. Hats off to you and your team!
WOW! WOW! WOW! You're the gift which keeps on giving... Thank you both for this. Beautifully and simply explained to what could have been so complicated.
Very informative. Incredible analysis and gigantic added value that you provide here. It simply makes an incredible amount of sense. Thank you very much
RRRRaoul! You are awesome and amazing to bring these insights to those of us who have been lucky enough to be interested and have found you. Thank you and many happy returns!