In this episode, Raoul Pal joins the friends to discuss crypto and the macro landspace. They cover:
• The adoption curve of crypto and its potential to reach billions of users
• The transparency of crypto markets and the ability to analyze blockchain data
• The potential impact of crypto wealth on real estate and other assets
• The concept of the 'banana zone'
• The performance of different sectors in March, with energy outperforming tech
• The bond market and its impact on the overall market dynamics
• Meme coins and the changing nature of financial information dissemination
• The importance of building a network of trusted sources and staying informed about new tools and technologies
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Skip Ahead:
00:00 Welcome
03:05 The Rapid Adoption of Crypto Relative To The Internet
05:50 People Are Slow Thinkers
08:53 This Is The Fastest Accumulation Of Wealth In History
10:51 Understanding The Bullish Thesis
15:00 The Impact of Crypto Wealth on Real Estate and Other Assets
18:20 The Transparency of Crypto Markets
20:14 How AI Will Change The Industry
22:30 Bitcoin Charts
23:37 The ‘Banana Zone’
27:10 Mixed Sentiments: Bullishness and Caution in the Markets
33:00 Making Sense of The Changing Financial Landscape
37:20 Memes Rule The World
41:13 We Are Tokenizing Culture
43:36 Loss Aversion and Investing Advice
46:10 Thoughts on Solana
49:04 Why JC Is All In On Commodities
52:33 Building a Network of Trusted Sources
55:31 Keep It Simple
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Referenced:
• The All-In Podcast - https://www.allinpodcast.co/
• Robinhood - https://robinhood.com/us/en/
• Read Write Own by Chris Dixon - https://readwriteown.com/
• Fidelity's Executive Says Bitcoin's Risk Reward Is In A Different Universe - https://hive.blog/hive-167922/@geekgirl/fidelity-s-executive-says-bitcoin-s-risk-reward-is-in-a-different-universe
• Coinbase - https://www.coinbase.com/
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Big Thank You To Our Guest:
• Raoul Pal - https://twitter.com/RaoulGMI
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Where To Find Howard and Friends:
• Howard - https://stocktwits.com/howardlindzon
• JC - https://stocktwits.com/allstarcharts
• Phil - https://stocktwits.com/ppearlman
• Production and Marketing - https://penname.co/
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All opinions expressed on this show are solely the opinions of the hosts’ and guests’ and do not reflect the opinions of Stocktwits, Inc. or its affiliates. The hosts are not SEC or FINRA registered advisors or professionals. The content of this show is for educational and entertainment purposes only. Please consult with your financial advisor before making any investment decisions.
