Bankless

118 - Raoul Pal | Should We Be Scared Right Now?

May 16, 2022

Raoul Pal, the Founder of RealVision and a prominent voice in macroeconomics and crypto investing, joins the discussion to dissect the current economic turmoil. He addresses the shaky state of the markets, touching on effects of inflation, debt bubbles, and the collapse of UST. Raoul shares strategies for navigating these chaotic times and suggests how to hedge against inflation. He also explores the future of tech stocks and the implications for emerging decentralized platforms, providing insights for both seasoned and novice investors.

01:29:56

Creator website

Episode guests

Raoul Pal

Highlights

AI Chapters

Episode notes

Text Stocks Are Taking a Beat Down

00:33

Cryptocurrency - I've Learned This Trick With Wine

00:36

The Great Moderation

00:30

Do You Believe There's Always a Safety Not?

00:25

Intro

3min

Economic Outlook and Investment Strategies

5min

Navigating Financial Turbulence

23min

Market Turbulence: Tech Stocks and Crypto Crises

18min

The Dynamics of Crypto Reserves and Layer Two Innovations

4min

Navigating Stablecoins and Crypto Resilience

17min

Navigating Economic Turbulence: Direct Payments and Cryptocurrency Insights

18min

Navigating Fear and Opportunity in Bear Markets

3min

The current outlook in the markets is... shaky at best.

War in Europe. Inflation and political instability in the USA. On top of that, Terra (UST) began its historic plummet—right in the middle of recording this episode.

Raoul Pal of RealVision returns to Bankless to synthesize the widespread chaos in the markets, and helps us figure out how to position ourselves for these wild times.

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------ Topics Covered:

0:00 Intro 6:30 Not Looking Good Out There 14:00 What Goes Up… 19:49 The Macro Fundamentals 25:09 The Debt Bubble 31:29 Tech Stocks 37:30 No Safety Net 42:34 Global Concerns 47:45 UST Collapses 52:30 A Massive Meltdown 55:15 Regulation 59:30 Maturing Crypto Markets 1:05:45 What can save us? 1:12:38 More Stimulus Checks? 1:19:22 Hedging Against Inflation 1:22:00 Raoul’s Portfolio 1:26:10 Culture as an Asset Class 1:28:53 Advice for First-Timers 1:31:40 Should We Be Scared?

------ Resources:

Raoul Pal: https://twitter.com/RaoulGMI?s=20&t=fcZpeyDaMB3GKo8aC1i4Gw

RealVision: https://www.realvision.com/

----- Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here: https://newsletter.banklesshq.com/p/bankless-disclosures

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