Raoul Pal: The Journey Man cover image

Raoul Pal: The Journey Man

The Real Estate Bubble and Targeting Innovation

Oct 8, 2023
01:12:15

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In this week’s episode, Matt Halstead and Michael Lazorik, investment directors at Teacher Retirement System of Texas, join Raoul for a fascinating conversation on macro, crypto, real estate, and AI. In particular, Matt and Michael discuss how the Exponential Age thesis influences their framework at one of the world's largest pension funds, why innovation will drive the largest returns, and what the future of real estate investing looks like. Recorded on September 8, 2023.

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