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Raoul Pal & Julian Bittel: Making Sense of Everything (Masterclass)
Raoul Pal: The Journey Man
Deciphering Macro Trends and Portfolio Strategies
Exploring a collaboration between experts in business cycle analysis and secular theses, diving into the evolving world dynamics, technological disruption, and the importance of concentrated risk-taking in the current macro landscape. Emphasis on liquidity, global hurdle rates, beating inflation, and strategic asset allocation decisions amidst discussions on cryptocurrency, NASDAQ, and the 'everything code thesis'.
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Listen to the best highlights from the podcasts you love and dive into the full episode