MetaLearn Podcast

ML194: Raoul Pal on Russia-Ukraine, Investing in Uncertain Times & The Tokenisation of Culture

Mar 30, 2022

01:23:08

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Highlights

AI Chapters

Episode notes

Social Tokens - The New Business Model

04:21

The Fastest Adoption of Any Technology Ever Recorded

05:18

Cryptocurrency - What's the Next Accelerator?

01:56

Introduction

4min

How Has That Event Shaped Your Data Day?

3min

The End of Empires

3min

Geopolitical Analysis

2min

Ike, What's Your Process for Coming Up With Those Senarias?

2min

The Power of Story Telling

2min

What's Your Macro Framework?

2min

Is the Dollar Milk Shake Theory Floated Around?

4min

The Swap Blinds Mechanism

4min

10.

Is China Invading the World?

4min

11.

The Fed's Assumption That They're Going to Be Raising Rates?

2min

12.

What's Going on in Russia?

2min

13.

Do You Quantify Probability?

2min

14.

Is the End of the World a Good Idea?

2min

15.

What Are Your Thoughts on the Gold Bond Market?

3min

16.

Commodities and Equities - What Are You Seeing?

3min

17.

Are Transfer Payments Creating More Inflation?

2min

18.

The Fastest Adoption of Any Technology Ever Recorded

5min

19.

Cryptocurrency - What's the Next Accelerator?

2min

20.

Is Bitcoin a Reserve Asset?

2min

21.

The Long Term Macro Thesis

3min

22.

How Do You Think About Tokenization?

3min

23.

Living in the Future

3min

24.

Social Tokens - The New Business Model

4min

25.

The Speed of Adoption

2min

26.

Cryptocurrences

2min

27.

Is There a Complexity in the Financial Markets?

2min

28.

Is It Good to Live in Nature?

5min

29.

How Does That Tie Interdigital Nation States, All Like Newn Not Nation States?

3min

30.

The Day of the Dead - Part 2

2min

Raoul Pal is the CEO of Real Vision, a cutting edge financial media company and also runs his own macro research business, Global Macro Investor. In this episode we discuss: - Raoul's 3 scenarios for how the war between Russia & Ukraine plays out - The outlook for different asset classes including stock & bonds, commodities & crypto - Why the tokenisation of culture through communities like Bored Ape Yacht Club are so significant We also talk about the practical implications of potential social unrest and how people should be thinking about their life choices in that context as well as Raoul's philosophy of living in the future.