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Join us as we revisit the best moments from The Journey Man throughout May. From deep macro insights to bold crypto predictions and breakthrough tech trends, Raoul Pal takes us on a thought-provoking ride across seven standout episodes:
⚪ Julien Bittel
https://youtu.be/k0ljkkVWaqA
⚪ Manny Stotz:
https://youtu.be/VhZxXIqoRUw
⚪ Jamie Coutts:
https://youtu.be/BbIxTIpPjtg
Timestamps:
00:00 Intro
00:39 Market-access & governance hurdles
01:49 Digital stores of value → poverty reduction
03:07 Global M2 & USD setup for correction
04:15 Easing financial conditions ahead
04:52 Dollar wave 3 count → correction signal
05:56 Phase 2 vs Phase 3 dollar cycle explained
06:28 Liquidity cycles & BTC sensitivity
07:29 April M2 breakout → BTC +40% rally
09:11 Introducing global-liquidity risk score
11:29 Layer in leverage & unrealized-profit risk
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