Raoul Pal: The Journey Man

Real Vision Alpha SNEAK PEEK: Shooting the Sh!t with Raoul Pal & Julien Bittel

10 snips
Jun 12, 2025
Julien Bittel, a macro strategist and chart analyst, joins Raoul Pal to dive into the latest macro developments that investors can't ignore. They explore a stronger economic rebound in Dallas and its promising implications for growth. The conversation shifts to commodity impacts on global money supply and potential market corrections influenced by financial conditions. They highlight intriguing trends in cryptocurrencies, including decreasing volatility of Solana and strategies that might prompt institutional investors to rethink their underweight positions in equities.
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INSIGHT

Stronger Economic Momentum Emerges

  • Economic indicators like ISM and regional PMIs are showing stronger growth than expected.
  • This counters recession fears and supports a narrative of growing economic momentum.
INSIGHT

Dollar's Movement Crucial for Markets

  • The U.S. dollar's short-term trajectory is uncertain but crucial for market direction.
  • A possible dollar rise could trigger a corrective market phase around August-September.
INSIGHT

Low Solana Volatility Signals Surge

  • Solana's volatility has fallen below 50, historically preceding large price increases.
  • Past similar volatility drops occurred before Solana's price 10X and 100% surges.
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