In this episode, Raoul Pal joins the show to discuss the new revolutionary economic regime, how AI is driving the economic singularity, and the younger generation’s changing perception of markets. We also delve into geopolitics, the banana zone, and much more. Enjoy!

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Join us at Digital Asset Summit 2025 March 18th - 20th. Use code MARGIN10 for 10% off general admission!

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Timestamps:

(00:00) Introduction

(01:19) Regime Shift

(05:55) Labor Vs Debt

(10:53) Setup For The New Conflict

(14:19) Rethinking Business Cycles

(16:42) No More Cowbell?

(19:55) Scott Bessent

(23:16) Geopolitics

(29:27) Ads

(30:43) Inflation Trend

(34:15) Finding Treasury Buyers

(36:42) Cynicism Vs Optimism

(38:28) Macro-Crypto Intersection

(45:46) Crypto's Addressable Market

(49:52) Changing Perception Of Markets

(54:53) The Banana Zone

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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.