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.

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.

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.

Julien Bittel, Head of Macro Research at Global Macro Investor, shares his expert insights on the dynamic macroeconomic landscape. He discusses the significance of current trends in global economic growth and the return of optimism in manufacturing. Bittel analyzes the potential trajectory for Bitcoin amid inflation fluctuations and outlines strategic allocations for 2025, emphasizing the importance of adapting to evolving macro conditions. His reflections from a recent Miami event add a personal touch, blending investment strategies with real-world experiences.

Julien Bittel, a macro strategist and chart analyst, joins Raoul Pal to dive into the latest macro developments that investors can't ignore. They explore a stronger economic rebound in Dallas and its promising implications for growth. The conversation shifts to commodity impacts on global money supply and potential market corrections influenced by financial conditions. They highlight intriguing trends in cryptocurrencies, including decreasing volatility of Solana and strategies that might prompt institutional investors to rethink their underweight positions in equities.