A Bullish Q4 in Crypto? Can Solana outperform? 2024 Macro Outlook! w/ Raoul Pal - #46

Rekt Radio

SUBSCRIBE TO OUR CHANNEL: https://www.youtube.com/@RektRadio1/?sub_confirmation=1 FOLLOW OUR TWITTER: https://twitter.com/rektradio_ POWERED BY ROLLBIT: https://rollbit.com/ Raoul Pal is the co-founder and CEO of Real Vision, the world's preeminent financial media platform, which helps members understand the complex world of finance, business, and the global economy. In addition, Raoul is the publisher of Global Macro Investor, a newsletter that provides quantifiable and easily readable research for the global macro investment community. He draws on his decades of experience advising the world's largest hedge fund, along with his experience managing a fund for one of the biggest groups in the world, GLG Partners (now Man GLG), and running a large business at Goldman Sachs. He retired from managing client money at the age of thirty-six in 2004!

You can find him on Twitter: https://twitter.com/RaoulGMI

He also hosts his weekly podcast called "The Exponential Age". -- At Rekt Radio, our hosts speak to risk-takers that find a way to defy the odds. Whether it's betting it all on the latest technologies, shorting euphoric bull markets, beating the sportsbook, or exploring new digital spaces, these people find a way to make a living predicting the future. Join our pseudonymous hosts, KeyboardMonkey3, OSF, and Mando as they talk to some of the most interesting people in crypto, equity trading, sports gambling, poker and card games, NFTs, and more. [00:00] Intro [01:10] Update on Raoul's bull thesis since March! [03:10] Have we endured a recession already? Or worst to come? [04:36] The U.S. Banking Index, showing demand for FED stimulus? [06:55] HUGE PRESENTATION: Raoul breaks down the state of the macroeconomic cycle! [13:55] How does the FED navigate the debt crisis? [16:36] Raoul breaks down the correlation between the Global Liquidity Index and the Nasdaq [21:36] Will earnings impact Raoul's thoughts on the market? [22:46] Thoughts on free market vs. government controlling market with liquidity [23:31] Is the U.S. Dollar starting a new uptrend? [24:50] How does the cycle impact the private market? [26:55] Viewer Question: Advice on how to not buy the top? [28:55] SOLANA! Can it outperform once again? Raoul gives his thesis. [35:45] Bitcoin ETFs! But wait... what about Ethereum ETFs? [41:40] Viewer Question: Where do you see RealVision in the next 5 years? [43:50] RealVision starts a Crypto Academy ft. Mando and OSF! [45:45] Viewer Question: What is Raoul's favorite NFT project and why is it rektguy? [49:15] Weekly Rollbit Giveaway! Three new winners!