Julien Bittel

Join Julien Bittel, a market analysis expert from Real Vision, as he unpacks the urgent issues shaping our financial landscape. They dive into the realities of global trade wars, economic indicators, and the challenges facing China's economy, including implications for the U.S. market. Julien shares insights on how demographics and liquidity cycles affect inflation and debt. They also explore Bitcoin's dynamics amid these shifts and emphasize seizing investment opportunities during turbulence for long-term gains.

In this engaging discussion, Julien Bittel, Head of Macro Research at GMI and co-author of the Everything Code thesis, dives deep into the macroeconomic forces that are set to shape future markets. He and Raoul Pal explore why hyperconcentration in investments is becoming crucial, the implications of rising public debt, and the influence of liquidity on asset prices. They also correlate inflation trends with business cycles and predict continued expansion in the economy. Julien even highlights a fascinating comparison of crypto adoption speeds with the internet!

Raoul Pal, co-founder of Real Vision, and Julien Bittel, head of macro research at GMI, dive deep into their innovative "Everything Code" framework. They reveal how global debt cycles and liquidity dictate asset prices while highlighting the alarming rate of fiat debasement. The duo examines the societal impact of AI on labor, the evolution of recessions, and the likelihood of escalating liquidity similar to past asset booms. Plus, they explore why tech stocks and cryptocurrencies stand out in today's tumultuous financial landscape.

Julien Bittel, Head of Macro Research at Global Macro Investor, and Felix Jauvin, host with a knack for macroeconomic discussions, delve into the 'Everything Code.' They reveal how debt, demographics, and liquidity shape today’s market. The duo highlights the staggering global debt levels and the urgency of investing in crypto and tech. They discuss asset debasement and why traditional investments may not retain value, while exploring the profound impact of AI and automation on future employment. Tune in for critical insights on navigating this complex financial landscape!

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.