Raoul Pal: The Journey Man

Jordi Visser, head of AI macro nexus research at 22V, breaks down how AI is reshaping materials, geopolitics and markets. He highlights silver as a critical industrial metal. They explore the $85T AI build-out, mineral-driven commodity cycles, supply constraints from rival powers, and why energy, grids and mining will matter more than software.

Alex Gurevich, hedge fund manager and founder/CIO of HonTe Investments with a math and JP Morgan background, discusses the book The Next Perfect Trade and why some trades only arrive once a decade. He revisits past risk-parity insights, crisis trade setups like long bonds plus dollars, and how AI, deflation, liquidity and a capex boom reshape macro frameworks and trade ideas.

Ash, on-stage co-presenter and live moderator, keeps the Miami AMA humming with audience tweets, tequila rituals, and sharp scene-setting. Short exchanges cover macro cycles, liquidity in 2026, tokenization, AI-driven deflation, geopolitics around Greenland, and cultural takes on NFTs and youth adoption. Fast-paced, playful, and full of live Q&A energy.

Mark Wilson, a digital artist and writer known as DieWithTheMostLikes, shares his captivating journey from a corporate grind to becoming a distinctive voice in digital art. He discusses the role of attention in the art world and how his provocative works critique contemporary American consumer culture. Mark humorously reflects on his Midwest upbringing, the influence of social media on his art, and his innovative use of mixed media. The conversation delves into mortality, community impact, and the challenges of maintaining creativity in an evolving digital landscape.

Jeffrey Quesnelle, co-founder and CEO of Nous Research, dives into the urgent need for decentralized, open-source AI. He fears that allowing a few powerful companies to control AI could stifle innovation. The conversation highlights how his organization utilizes crypto for capital formation and coordinates training across multiple data centers. They also delve into the philosophical implications of open-source, comparing it to the historical impact of the printing press. Jeffrey shares insights on AI research trends and the importance of retaining human context in an increasingly intelligent world.

Lalitesh Katragadda, a former Google engineering leader who helped create Google Maps and founder of Indihood, dives into the fascinating intersection of technology and banking. He discusses how crowdsourcing can drive financial inclusion, comparing it to the map-making process. Lalitesh highlights the role of digital coordination for farmers and the launch of Avanti Finance in India, focusing on configurable loans and community ownership. Their conversation also touches on AI ethics and the revolutionary potential of platforms to empower underserved populations globally.

Delve into a captivating discussion as Raoul Pal breaks down his macro seminar from Breakpoint 2026. He explores the 'everything code,' linking currency debasement to economic challenges. Learn how demographics and debt shape fiscal pressures globally. Raoul emphasizes liquidity's role in driving markets, forecasting economic strengthening and its implications for crypto. Discover the intriguing correlations between Bitcoin and market cycles, and why 2026 signifies a pivotal moment for crypto amidst volatility. Don't miss his insights on wealth creation potential by 2034!

In this insightful discussion, the hosts explore groundbreaking advances in AI and longevity, uncovering potential anti-aging effects of GLP-1 drugs. They dive into the implications of AI's rapid evolution and the competition among major labs, questioning the impact of a potential AI lab failure. The concept of economic singularity is examined, alongside the role of tokenization in making data more accessible for AI. They also touch on the intertwining of technology with nature and the importance of human roles in an increasingly automated world.

Mert Mumtaz, an engineer and entrepreneur in the Solana and cryptography space, joins the discussion on the growing importance of privacy in cryptocurrency. They delve into the risks of transparent blockchains in a surveillance-heavy world, Zcash's unique zero-knowledge proof technology, and the potential coexistence of programmable and private money. Mert shares insights on Solana's scalability, the necessity of privacy for financial freedoms, and the implications of quantum threats. This conversation offers a crucial perspective on the future of privacy in the crypto landscape.

In this discussion, Yat Siu, co-founder of Animoca Brands and a pioneer in the Web3 space, elaborates on the evolving landscape of crypto beyond Bitcoin. He emphasizes the potential for institutional adoption to reshape market cycles and the role of AI in driving financial inclusivity. Yat passionately argues for the cultural significance of tokenization in empowering creators and enhancing financial literacy. He also highlights generational differences in investment expectations and the gamification of finance that resonates with younger audiences.