Commodities and Equities - What Are You Seeing?

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Every single one over the last 20 years has done the same. So i've thought there is a 60 % probability the market just goes up, and 40% obability we have another shock lower. Commodities much more difficult because we're in the supply shock world. There is not a lot of supply around. And pek inflation fear is in. Well that's what's beaten down all the text stocks,. Probably same of crypto too. Long duration assets tend to do less well. so we should see those that the margin start to out Perform. We're starting to see evidence of that.

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.