

ML194: Raoul Pal on Russia-Ukraine, Investing in Uncertain Times & The Tokenisation of Culture
Mar 30, 2022
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De-dollarization Accelerates
- Forcing countries to realize that US dollars are not a safe asset accelerates the trend of a bifurcated world.
- This move away from the US as a large hegemony is likely a dollar-positive thing in the short term.
Connecting Geopolitical Events
- The invasion of Ukraine and 9/11 are connected as parts of a tipping point in a global power shift.
- These events highlight the changing nature of power and insecurity in the modern world.
Geopolitical Analysis and Trading
- Don't trade based on geopolitical news headlines, as they are often unreliable.
- Focus on general trends and probabilities instead.