Raoul Pal Previews the Future: AI, Crypto, QE and the next Phase of Human Flourishing or Upheaval
The Breakdown
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The Hidden Forces of the Debt Cycle
There has been a sense, I think, that lots of people have had that there are underlying hidden forces to reference the name of another great podcast. And based on perhaps media or just sort of social media narratives, that's often attributed to just sort of Fed policy. But it sounds like part of the underlying thesis is that there are actually deeper structural forces that the Fed and other central banks are themselves subject to. The record of the decisions made over the course of the last set of decades to address demographic changes and what that has left us in terms of where we are with the debt cycle.
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