Raoul is the CEO and Co-Founder of Real Vision and Global Macro Investor. He was previously co-manager of the GLG global macro hedge fund in London and co-head of hedge fund sales in equities and equity derivatives at Goldman Sachs in Europe. Raoul was one of a relatively small number of investors to predict the mortgage crisis of 2008–2009. Today, he spends much of his time focused on crypto and what he calls The Exponential Age. Check out Real Vision's crypto page at realvision.com/crypto and follow Raoul on Twitter @RaoulGMI.
[0:58] - Raoul's story and background in macro investing
[11:04] - How Raoul first discovered Bitcoin and why he was quickly interested
[14:43] - Trading Bitcoin and crypto on macro time frames
[22:50] - The Metaverse and The Exponential Age
[29:55] - The unprecedented pace of crypto adoption and the limits of Bitcoin maximalism
[38:11] - Raoul's belief in social tokens for business model overhaul
[45:42] - How crypto can absorb the entire legacy financial system
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