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Drinks with Raoul Pal - Ask Me Anything

Real Vision: Finance & Investing

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The Relationship Between Recessions and Asset Prices

This chapter explores the connection between recessions and the prices of tech stocks and cryptocurrency. It discusses the forward-looking nature of assets like crypto and tech stocks and how they may have already factored in a recession. The chapter also touches on the delayed reactions of assets like housing and commercial real estate, as well as the impact of the traditional economy on trophy assets.

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