Raoul Pal: The Journey Man

The Macro Outlook for 2025: BIG Moves Ahead ft. Julien Bittel from Global Macro Investor

30 snips
Feb 8, 2025
Julien Bittel, Head of Macro Research at Global Macro Investor, shares his expert insights on the dynamic macroeconomic landscape. He discusses the significance of current trends in global economic growth and the return of optimism in manufacturing. Bittel analyzes the potential trajectory for Bitcoin amid inflation fluctuations and outlines strategic allocations for 2025, emphasizing the importance of adapting to evolving macro conditions. His reflections from a recent Miami event add a personal touch, blending investment strategies with real-world experiences.
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INSIGHT

Business Cycle's Importance

  • The business cycle is the most invaluable tool for asset allocation.
  • Understanding the economy's direction reveals the direction of assets.
ANECDOTE

Miami Meetup

  • Julien Bittel met Real Vision members in Miami, including a catamaran cruise and wine tasting.
  • He also discussed the Macro Investing Tool (MIT) and its charting features.
INSIGHT

2021 Bitcoin Cycle vs. Now

  • The 2021 Bitcoin cycle was truncated due to COVID's impact on the business cycle.
  • Current conditions suggest the opposite, with a potential for a more extended cycle.
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