Is the Dollar Milk Shake Theory Floated Around?

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The world has never been more indebted in its entire history, as ta percentat of global g d p. So it's become increasingly difficult for the global economy to operate because its business cycle is now so tied to that of the dollar. Ani agree with brent johnson again, the dollar dies of strength and not of weakness, er. If you are a south african exporter and you're exporting to china, you're actually beholden to the dollar cycle, which is out of your control.

Raoul Pal is the CEO of Real Vision, a cutting edge financial media company and also runs his own macro research business, Global Macro Investor. In this episode we discuss: - Raoul's 3 scenarios for how the war between Russia & Ukraine plays out - The outlook for different asset classes including stock & bonds, commodities & crypto - Why the tokenisation of culture through communities like Bored Ape Yacht Club are so significant We also talk about the practical implications of potential social unrest and how people should be thinking about their life choices in that context as well as Raoul's philosophy of living in the future.