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Raoul Pal: The Journey Man
AMA: How The Everything Code Changed The World Forever ft. Julien Bittel
Jun 30, 2024
01:00:17
Snipd AI
Expert Julien Bittel and Raoul Pal tackle the Everything Code's impact on economic indicators, dollar cycle, Latin America investments, crypto market cycles, rate cuts effects, Tesla investment, and dollar decoupling. Insightful analysis on growth potential, liquidity management, and market responses to Fed signals.
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Quick takeaways
- Transition into 2024 signifies shift to inflationary boom from disinflationary boom.
- Caution advised on leverage use in NASDAQ and crypto investments.
Deep dives
Understanding the Business Cycle Phases
Different phases of the business cycle, ranging from macro spring to macro summer, are discussed. The transition into 2024 signals a move from disinflationary boom to inflationary boom. Detailed insights into macro winter and liquidity cycles are provided alongside financial predictions.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode