"I've always found geopolitical analysis pretty useless, except on a broad level of what is happening here," he says. "The big decisions for markets are, ok, how does this play out? What are the probabilities?" He adds: "We don't know what's in putin's mind... The russians are geo political strategists at corps."
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.