DISRUPTORS: Demand Destruction and the Exponential Age With Raoul Pal

1

Introduction

00:00 • 3min

2

The Market Is Obsessed With Inflation

03:11 • 2min

3

Is Demand Destroying the Real Thing?

05:02 • 6min

4

The Fed Balance Sheet Is an Offset to the Labor Force Participation Rate Fall

11:01 • 5min

5

The Business Cycle Is Looking Like It's About to Roll Over Really Hard

15:36 • 2min

6

The Consumer Will Not Be Saving the Day

17:59 • 4min

7

The Dollar Is a Great Driver of the Global Business Cycle

22:27 • 4min

8

Bonds and Bond Yields Are Snippeting It Out

26:43 • 5min

9

The Fed Cut Into a Recession Period

31:23 • 2min

10

The Crypto Story Is Still Amazing

33:43 • 4min

11

Bitcoin Network Adoption Models - What's the Difference?

37:17 • 3min

12

The Fed Balance Sheet Is Going to Be Tight, or Will It Come Back?

40:21 • 3min

13

What Is It That Makes Central Bankers Want to Come Back to the Table?

43:41 • 2min

14

Are You Even Paying Attention to Inflation Expectations?

46:09 • 3min

15

The Debt Crisis in the United States

48:52 • 3min

16

Negative Real Rates Aren't the Boggy Man That Everyone Makes Them Out to Be

51:35 • 4min

17

Can China Invade Timeon?

55:59 • 3min

18

The Alchemy of Finance by George Sorros

58:46 • 5min

19

The Risk Free Rate for Cryptocurrency

01:03:45 • 4min

20

Eth vs Bick Coin

01:07:36 • 3min

21

Hedge Funds

01:10:22 • 3min