Raoul Pal: The Journey Man AMA: How The Everything Code Changed The World Forever ft. Julien Bittel
33 snips
Jun 30, 2024 
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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Macro Summer Explains Risk Asset Moves
- We're in a macro summer: growth momentum is improving while inflation momentum bottoms and the pace of decline slows.
- That second derivative of inflation, not raw inflation, drives pricing for risk assets.
Avoid Routine Leverage On Tech Bets
- Avoid routine use of leveraged ETFs unless you are precise about your entry and risk tolerance.
- Prefer holding quality crypto like Bitcoin or Solana over levering QQQ for aggressive returns.
Take Chips Off, Don’t Try To Time Peaks
- Don’t try to time selling your entire crypto position at cycle peaks; instead take lifestyle profits and hold core exposure.
- Use pullbacks to add to conviction rather than trying to perfectly sell high and buy low.