Raoul Pal is the Co-Founder & CEO of Real Vision. He also writes ‘Global Macro Investor” and he has a brand new asset management firm (EXPAAM), with a mission to deliver leading returns on invested capital and serve as catalysts of crypto adoption. In this conversation, we talk about the bitcoin ETF, who is going to win the Cointucky Derby, his “Everything Code” thesis, macro environment, and more.

NFT + Real Vision for free – realvision.com/pomp
Twitter @RaoulGMI
GMI – app.globalmacroinvestor.com
Exponential Age Asset Management – EXPAAM (Fund of Hedge Funds) – expaam.com

00:00 – Intro
00:23 – Bitcoin ETF
11:43 – Macro environment
14:03 – The Everything Code
19:22 – Inflation
19:48 – Don’t F**k This Up
24:23 – Demographics
26:48 – Crypto industry
30:43 – Investing in memes
34:11 – Public market
36:38 – NFTs
40:11 – Tokenized?
42:03 – Billionaires gameplan
46:01 – Institutions

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This episode is brought to you by Frec — Just as easy as investing in an ETF, Frec Direct Indexing can help you earn more by unlocking tax savings, no matter the market. Done for you, automatically. Check them out at ⁠⁠⁠⁠Frec.com⁠⁠

Pomp writes a daily letter to over 250,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/

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By Jules

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