Explore "economic landscape" with insightful episodes like "Copper prices are climbing", "178 - Is Crypto's Bear Market Almost Over? with Raoul Pal", "The State of Play: Markets, Economy, and Ukraine", "The 2023 Economy FAQ: Is Recession Inevitable? Will Housing Crash? Can Tech Recover?" and "Same Data, Different Conclusions" from podcasts like ""Marketplace", "Bankless", "The Prof G Pod with Scott Galloway", "Plain English with Derek Thompson" and "Motley Fool Money"" and more!
Curious about which way the global economy’s headed? Take a look at copper prices. Demand for the metal is soaring, and copper futures are now at the highest levels in almost two years. Also in this episode: $10 billion. That’s how much Blackstone’s paying to acquire luxury apartment owner AIR Communities. Plus, the impact of a federal shutdown on tribal nations and the latest for a seller of records and comics in Jackson, Mississippi.
Are we entering Crypto’s Spring? Raoul Pal is the Co-Founder and CEO of Real Vision, a financial media and education platform focused on Macro, Investing, and Crypto.
In today’s episode, we cover:1) The Aftermath of the 2022 Meltdown.2) How to Invest in the face of the current liquidity and external Indicators.
3) Why Raoul thinks we’re headed toward Deflation, not Inflation.
4) What AI will bring to the table, and how it intersects with Crypto
5) Why the Crypto Winter is probably over.
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✨ DEBRIEF | Unpacking the episode:
https://www.bankless.com/debrief-raoul-pal
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TIMESTAMPS
0:00 Intro
7:20 The 2022 Meltdown
22:14 The Aftermath
27:26 Liquidity Indicators
34:51 External Indicators
37:54 Raoul’s Deflation Thesis
50:29 The State of AI
56:19 How Crypto & AI Intersect
1:00:43 The Implications of AI
1:08:14 Crypto’s Inflection Moment
1:11:43 Investing in the Current Climate
1:19:00 Raoul’s Portfolio
1:20:39 Crypto’s North Star
1:28:49 The Everything Code
1:35:26 Closing & Disclaimers
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RESOURCES
Raoul Palhttps://twitter.com/RaoulGMI
Real Vision
https://www.realvision.com/
Real Vision Newsletter
https://www.realvision.com/dailybriefing
The Everything Code
https://www.realvision.com/issues/the-everything-code-part-1-the-renaissance
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RELATED EPISODES:
118 - Raoul Pal | Should We Be Scared Right Now?
https://www.youtube.com/watch?v=nzGMSKbqjco
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://www.bankless.com/disclosures
The pandemic delivered a massive simultaneous shock to the world economy. But which changes will outlast the pandemic, and should they cause us to rethink our investments?
Alongside six million deaths and the largest peacetime fall in GDP since the Great Depression, Covid upended our way of life and put novel technologies centre stage.
Pandemics throughout history have caused lasting economic changes and influenced societal norms. But what will the legacy of Covid be for the global economy, standards of living and investment returns?
And in today’s Dumb Question of the Week: What’s the difference between a Black Swan and a Grey Rhino?
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Disclaimer
This podcast is for informational and entertainment purposes and is not financial advice. We do not provide recommendations or endorse any decision to buy, sell or hold any security. We cannot be held responsible for any actions listeners may take and investors are encouraged to seek independent financial advice.
Copyright 2023 Many Happy Returns
As inflation data continues to come in hotter than expected, pressure on the Fed is ramping up big time. Traders are betting on more and more hikes, with a distinct possibility of a 50 basis point hike in March. So the question is, can the Fed hike in such a way that it tamps down inflation while not causing a recession? On this episode we speak with economist Tim Duy of SGH Macro Advisors and the University of Oregon, on the huge challenge facing the Fed this year.
See omnystudio.com/listener for privacy information.
Inflation is elevated these days, and markets around the world are pricing in rate hikes. However, risk assets like stocks are doing just fine. There seems to be some presumption that any Fed rate-hiking cycle will be mild and that ultimately inflation will settle down without too much further pain. Matt King, the Global Markets Strategist at Citigroup, isn't convinced. On this episode, he explains why what we're seeing now is the impact of a big "whack" to the global economy, one which has no natural mechanism to rediscover equilibrium or balance. He believes that, for the Fed to actually tame this inflation, it may need to go further than just modest hikes, and move aggressively to tamp down demand, possibly creating a recession.
See omnystudio.com/listener for privacy information.
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