Ike, What's Your Process for Coming Up With Those Senarias?

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Ike: I tried to understand what each side wanted and didn't impose my own opinion of it. Will russia settle for a ukranian constitution that forces ukrane to be independent? Possibly, but we don't know. The unknown is potin. What does he actually want? Does he want to build the great empire? Which is what other people say. So so i i basically try and put it all out and look, ok, one ore the most likely outcomes,. Then i use things like twitter to see, ok, what are people's opinions? What are they saying? And how does europe play into this?

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.