URGENT Market Update: Tariff Panic And Recession Fears — Raoul Pal & Julien Bittel

112 snips

Apr 8, 2025

Join Julien Bittel, a market analysis expert from Real Vision, as he unpacks the urgent issues shaping our financial landscape. They dive into the realities of global trade wars, economic indicators, and the challenges facing China's economy, including implications for the U.S. market. Julien shares insights on how demographics and liquidity cycles affect inflation and debt. They also explore Bitcoin's dynamics amid these shifts and emphasize seizing investment opportunities during turbulence for long-term gains.

Ask episode

AI Snips

Chapters

Transcript

Episode notes

ADVICE

Don't Fuck This Up Rulebook

Avoid leverage and FOMO, especially during market downturns.
Don't chase peaks or sell at lows; patience is key.

INSIGHT

The Everything Code

Everything is driven by demographics, impacting economies and government debt.
Government debt is a function of aging populations, used to paper over cracks in GDP growth.

INSIGHT

Global Liquidity and the Dollar

Global liquidity, driven by the dollar and private sectors, services global debt.
A weaker dollar facilitates global trade and debt rolling, stimulating demand.

Get the Snipd Podcast app to discover more snips from this episode

Get the app

🔥 *Get my FREE PDF report to Unf*ck Your Future:* https://rvtv.io/3YOZZUe. Join us for this URGENT Update— markets are crashing, and Julien Bittel and I want to explain the big picture and help you navigate this with confidence.

In this special update, Raoul Pal and Julien Bittel are here LIVE to share their analysis of what transpired last week, the new reality of global trade wars, and where markets could move next. Then, they'll take questions directly from RV Plus and Pro members.

📣 This episode comes to you thanks to Arch Public. It’s a hedge fund in your pocket. Built for retail traders, designed to outperform Wall Street. Try it for free at https://realvision.com/arch

📣 Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for.

👉 Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss.

📣 *This episode is sponsored by SuperAI*. Join over 7,000 attendees and 1,000 companies on 18-19 June at SuperAI Singapore. East will meet West as we bring together the global AI ecosystem for Asia's Largest AI Event. Industry leaders will converge for 2 unparalleled days, stepping into the future to explore the exponential AI age. Expect an immersive experience that will unveil the latest developments from the frontiers of LLMs, the intersection of AI and crypto, robotics, drones, SpaceTech, the societal and economic impact of generative AI, and much more.

👉 *Grab your tickets at https://superai.com with promo code REALVISION for an exclusive 20% off—only while tickets last*.

Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries.

Connect with Julien Bittel:

Twitter (X): https://x.com/BittelJulien

LinkedIn: https://www.linkedin.com/in/julien-bittel-cfa-57658037/

Connect with me:

Twitter (X): https://twitter.com/RaoulGMI

Instagram: https://www.instagram.com/raoulgmi/

LinkedIn: https://www.linkedin.com/in/raoul-pal-real-vision/

My other work:

Real Vision: https://rvtv.io/3LHYIaH

Global Macro Investor: https://globalmacroinvestor.com

EXPAAM: https://expaam.com

Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf

Learn more about your ad choices. Visit podcastchoices.com/adchoices