Raoul Pal: Macro Masterclass

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  • Опубликовано: 21 сен 2024

Комментарии • 578

  • @RealVisionFinance
    @RealVisionFinance  2 года назад +36

    👉 Do you want even more content like this? And to see this video before we release it here? Become a member of Real Vision -- get started here: rvtv.io/membership

    • @issenvan1050
      @issenvan1050 2 года назад +4

      Invite Brian Hirschmann or John Paulson, or Prof. Steve Hanke.

    • @issenvan1050
      @issenvan1050 2 года назад +1

      Aren’t the wages being raised?

    • @issenvan1050
      @issenvan1050 2 года назад +1

      Isn’t the inflation going to transition into a services inflation from a goods one with the warm weather in the Northern Hemisphere?

    • @issenvan1050
      @issenvan1050 2 года назад

      Doesn’t a recession amount to 2 consecutive terms of negative growth? How is China in recession, then?

    • @issenvan1050
      @issenvan1050 2 года назад +2

      Why are some food processing plants on fire here in the US?

  • @mfer134
    @mfer134 2 года назад +167

    This guy really knows his sh*t. I'll need to watch this 3 times. It IS a masterclass. Thanks Raoul.

    • @adamgoodman3422
      @adamgoodman3422 2 года назад +4

      Same. Best of 2022

    • @ericalorraine7943
      @ericalorraine7943 2 года назад +6

      Rightly said! Over here, investment is frustrating

    • @davidhudson3001
      @davidhudson3001 2 года назад +12

      @@ericalorraine7943
      I'll suggest you lookup Priscilla Dearmin-Turner, she's a real crypto prodigy.

    • @ayubamaikyau7298
      @ayubamaikyau7298 2 года назад +4

      Financial management is a crucial topic that most tend to shy away from, and ends up haunting them in the near future

    • @dr.ervingalen1777
      @dr.ervingalen1777 2 года назад +8

      @@davidhudson3001I just lookup her name and found her webpage, thanks🙏

  • @crb107
    @crb107 2 года назад +51

    Amazing that RP and RV give away this generation knowledge for free. Truly giving and wonderful people.

    • @lovinLaVonna
      @lovinLaVonna 2 года назад +1

      Outstanding economical free class that we've been given today! 👏 🙌

    • @raoulpal1212
      @raoulpal1212 2 года назад +4

      Thanks! I care about helping as many people as possible

    • @crb107
      @crb107 2 года назад +1

      @@raoulpal1212 you are awesome. Got me into crypto and teach me so much all the time. You are appreciated

  • @hotcarl1504
    @hotcarl1504 2 года назад +46

    This is, hands down the best macro breakdown I've ever watched ever, not to mention how acessable you just made the complexity of the current situation is. Thanks man.

    • @davidkw9
      @davidkw9 2 года назад +1

      How do we know this is the best macro breakdown when we do not know what the heck he is talking about? Not sure if all of these charts are correct or not.

    • @mickhurley7305
      @mickhurley7305 2 года назад +1

      Ditto. It's like a 4 year macro economics degree course squashed into a single video.

  • @Princess-nb1my
    @Princess-nb1my 2 года назад +115

    Earning six figures investing smartly is achievable with the right information.
    The opportunities that come with the crypto space can help attain financial stability.

    • @ethanmcgregor4739
      @ethanmcgregor4739 2 года назад +1

      There are way too many information out there, its hard to know which to get into that will be suitable for you.

    • @rodriguezmarianne2436
      @rodriguezmarianne2436 2 года назад

      Would appreciate any assistance to get started.
      Thank you.

    • @Princess-nb1my
      @Princess-nb1my 2 года назад

      Send a mail via the add ress below in the com ments for more insights.

    • @Princess-nb1my
      @Princess-nb1my 2 года назад +2

      Emilia e arias @

    • @Princess-nb1my
      @Princess-nb1my 2 года назад +2

      g mail

  • @ashleynevins3595
    @ashleynevins3595 2 года назад +9

    Quoting Raoul, AMAZING. I love it when he uses that word.
    This was an amazing presentation.

  • @SavvyFinanceOfficial
    @SavvyFinanceOfficial 2 года назад +55

    This is a must-watch for everyone. Thank you Raoul!

    • @Pinkpanther100x
      @Pinkpanther100x 2 года назад +1

      I am taking notes we will see if this guy knows what he is talking about

  • @gumballgamingclips2909
    @gumballgamingclips2909 2 года назад +16

    We love you, you put A lot of work into this video & the research to make it possible. Genuinely appreciate all the information you share to help those in need, myself especially. Many blessings Raoul!

  • @yosephyisrael508
    @yosephyisrael508 2 года назад +2

    Thank you Mr Raoul. My 11&13 yrs. Old children appreciate you. You're a reason that they're not in the public school system anymore. Many thanks.

  • @pascalxus
    @pascalxus 2 года назад +9

    Yet, another excellent presentation! Sounds like both Raul and Cathie woods are all in on the low inflation/big tech growth.

  • @jamesbarr2357
    @jamesbarr2357 2 года назад +3

    Raoul, thank you for a master class. I need to rerun this video another couple of times in order to grasp everything you have set out. I'm going to share it with a friend who is studying macro. Finally, thank you for airing this free. It's a real gift for individual investors to get a glimpse into the mind of one of the finest macro analysts. Arriba!

  • @scoro8675
    @scoro8675 2 года назад +9

    Wow! Years of knowledge, conveyed simply in just an hour and a half. Absolute genius to be able to do that.

  • @schecter6l6
    @schecter6l6 2 года назад +1

    Most of these charts that Raoul is showing us here is not even available to many of us retail traders. I cannot overstate the value he is giving us here not to mention his explaining it all to us. Thee rate of change are the charts the smart money has available to them through various research firms that pay big money for them. Now? We don't have continuous access to these charts on say a monthly basis so Raoul is just giving us a point in time , still! I can't thank Raoul enough for giving us a point in time as to where the ISM might be headed and the probabilities of the U.S entering into a recession over the next say 6 months. Thank you Raoul!

  • @77FINNBEAR
    @77FINNBEAR 2 года назад +1

    Can’t believe this content is for free.
    Thankyou Raoul.
    Thankyou real vision.

  • @KL-nj9oe
    @KL-nj9oe 2 года назад +25

    Simply brilliant analysis!!!!! Bravo Real Vision 👏 🙌 👌 👍

  • @hexadecimal5236
    @hexadecimal5236 2 года назад +15

    52:35 Thank you for recognizing this.
    I've been in half a dozen interviews in FL for internships competing against people in their 60s with 30+ years experience and of course they got the job and I didn't.
    The HR managers themselves appologized and said other than the experience I was the ideal candidate.
    Now these corporations are crying bc Millenials created our own path bc they wouldn't hire us and a lot of millenials don't want anything to do with corporate America.

    • @jenniemorris3955
      @jenniemorris3955 2 года назад

      I am 70 and I don't want to deal with Corporations either ....this is not a generation thing. It is the group of people who can see the lies they try to feed us & create a fear to keep us enslaved.

  • @douglas2835
    @douglas2835 2 года назад +3

    You are awesome. Really, a lifetime of gained knowledge expressed so well. You have every right to be proud and know you served the world well.

  • @The-wq6oc
    @The-wq6oc 2 года назад

    If you listen to anybody in this world let it be Raoul. If he’s buying it. I’m buying it.

  • @DustinKucey
    @DustinKucey 2 года назад +4

    I definitely agree with you on the fed pivoting. I really enjoy your outlier viewpoint, it's refreshing and exciting to learn and listen to.

  • @beltizad
    @beltizad 2 года назад +4

    Raul, so much alpha, wisdom, perspective. Thank you.

  • @Crannie3
    @Crannie3 2 года назад +14

    Brilliant synopsis, thanks Raoul. Bringing this knowledge to the masses makes more difference than you can imagine. I'm getting my nephews and nieces interested in macro now! I just wish I had this perspective when I did my economics degree. I understand more in 1 1/2 hours here than I learned in a 3 year degree....

  • @allanwold996
    @allanwold996 2 года назад +2

    Coming back to this is pretty awesome. The equity market certainly took off in late summer. Well done Raoul! Love how you break down all this evidence and forecast events.

  • @kirk6330
    @kirk6330 2 года назад

    This is the reason why we small traders respect you so much. You give us a brighter macro. View of the world. Thank you real vision. 🙏 💯. This is a total different point of view of looking at the world. In macro

  • @Scotnish4U
    @Scotnish4U 2 года назад +1

    Wow, a fantastic showcase of your thinking with evidence based metrics to support your thesis. Such a generous share, thank you Raoul

  • @RodrigoOswego
    @RodrigoOswego 2 года назад +1

    Remember when Raoul said investing in Terra Luna was practically risk-free? Pepperidge Farm remembers.

  • @VineetTiwariNoida
    @VineetTiwariNoida 2 года назад

    Thanks Raul. We cannot thank you enough for giving this knowledge for free.
    Will need to watch it few times more to absorb it.

  • @solanpepper5762
    @solanpepper5762 2 года назад +4

    What a great guy. Thank you very much. One day I will make some money.

  • @christopherclarke1868
    @christopherclarke1868 2 года назад

    I'm a wildland firefighter. I drove from Oregon to Arizona to fight a fire , I couldn't believe how many trains were stationary almost every train wasn't moving...

  • @yonomellamorafael
    @yonomellamorafael 2 года назад +9

    this is really amazing content, thank you for posting it for free.

  • @PedroCruz-nu9wp
    @PedroCruz-nu9wp 2 года назад +2

    Love your view of the markets. Keep it simple, honest and thank you for that

  • @Pgeorgiex
    @Pgeorgiex 2 года назад +3

    1:16:12 The part where he talks Crypto.

  • @Chadswonderfulwalkingtours
    @Chadswonderfulwalkingtours 2 года назад +10

    I'm glad I found ya man !
    Your content is life changing

  • @limitless88
    @limitless88 2 года назад

    I cannot believe this is FREE! Thank you, Raoul and team!👏

  • @alanmrsic893
    @alanmrsic893 2 года назад +1

    Thanks Raoul for great macro story/picture you are providing to all of us, thanks again!

  • @theonionco2142
    @theonionco2142 2 года назад +2

    Thank You RP this was the most enlightening Macro 🙏🏼✨🙏🏼 Thank you for always be so willing to share ❤️

  • @cyanxuan2939
    @cyanxuan2939 2 года назад +7

    Starting early is the best way of getting ahead to build wealth, investing remains a priority. The stock market/crypto market has plenty of opportunities to earn a decent payout even in a downtrend, with the right skills and proper understanding of how the market works.

    • @micheljackson9027
      @micheljackson9027 2 года назад

      Courage taught me: no matter how bad a crisis gets, any sound of investment will eventually pay off - Carlos Helu

  • @angdee3147
    @angdee3147 2 года назад +2

    It is a privilege to listen to your videos. I’m so very grateful for this insight. Bless you & Thank You. 😎🌎✌🏼

  • @jeanyvesvisuals8844
    @jeanyvesvisuals8844 2 года назад +2

    Now this is a very high quality summary. Thanks Raoul 💪

  • @dwaynelawson4735
    @dwaynelawson4735 2 года назад

    Inflation hasn't peaked
    ..Going higher....Larry Summers is spot on...My opinion...

  • @whittytrades1276
    @whittytrades1276 2 года назад

    I took a 15 min break in the middle 😂😂 Brilliant, but a lot of info. Thx!

  • @brodyalden
    @brodyalden 2 года назад +12

    This was so interesting. Thanks for publishing it for free viewing!

  • @transientsubsistence
    @transientsubsistence 2 года назад

    33 minutes in and have to show my appreciation. World class.

  • @Bayliss21
    @Bayliss21 2 года назад +1

    He's forgetting India, Southeast Asia, and Africa. They're going through their middle class development over next 2 decades. There will be more demand for oil.

  • @nharongsomchit527
    @nharongsomchit527 2 года назад

    Very clear and simple to understand explanations with graphic to substantiate. Very much appreciated Raoul.

  • @shitzUnotz
    @shitzUnotz 2 года назад +2

    This is a must 2nd listen to soak it all in. Thanks Raoul.

  • @cranklesnacks
    @cranklesnacks 2 года назад +2

    Incredible overview Raoul - as always 🙏

  • @Gritt_t
    @Gritt_t 2 года назад +2

    Your vision is absolutely genius. I absolutely cherish your perspective Raoul. I wish I would have found you and Real Vision Finance a long time ago. I’ve learned a lot over the last year watching your content, and hope to be in a position to have it pay off someday.

  • @opelromantico9335
    @opelromantico9335 2 года назад +11

    Great presentation Raoul. Thank you you share these with us. Is there any link from which we can see all these charts in a pdf or any other format? Are these charts available to the public?

    • @hats6326
      @hats6326 2 года назад +1

      Yes look them up online

  • @dude3678
    @dude3678 2 года назад +2

    Thanks for your hardwork. Very well done. I agree with your view of investors putting to much into the US rate hikes. My philosophy is that the US wants recession to reset the economy as they have done before. Just ever so slightly cross the thin line and then pull back. We shall see. Thanks again

  • @timt4587
    @timt4587 2 года назад +3

    Nice work Raoul!

  • @oakchaindigital
    @oakchaindigital 2 года назад

    Fascinating stuff. Raoul is one of the few people I can listen to endlessly.

  • @josejose2001
    @josejose2001 2 года назад +1

    With so many channels being so similar, it is very satisfying to come across someone with a different view on the same issues.
    Whether or not I agree with your point of view makes no difference, since I know the game is rigged. Hence why there are so many anomalies.

  • @gabelipson177
    @gabelipson177 2 года назад +2

    healthcare and schooling costs have exploded. my monthly premium went up 250% and I am 28 and in perfect health. I wouldnt dare send future kids to college now. I would rather give them X amount to start a business or buy a rental property.

  • @pir006
    @pir006 2 года назад

    Can't believe this is free, thanks Raoul

  • @JorgeOrpinel
    @JorgeOrpinel 2 года назад +1

    Need to rewatch. Like 7 times

  • @SuperRadChad
    @SuperRadChad 2 года назад +8

    This was excellent, lot of time and thought put into every chart!

  • @zoltancsuhai4237
    @zoltancsuhai4237 2 года назад +1

    Thank you Raoul. I have similar feelings like in 2020 when you shared GMI work for free which was focusing on crypto.

  • @jpducati916
    @jpducati916 2 года назад +2

    Truly a Masterclass!

  • @wadthbi
    @wadthbi 2 года назад +1

    Taking from the future to support the present is what brought the world to the current state. Credit is the poison along with the whole financial system built on credit layer.

  • @ryansmith3860
    @ryansmith3860 2 года назад

    Can't believe this is free - thanks Raoul!

  • @sadikbittar6340
    @sadikbittar6340 2 года назад +1

    you are so amazing Raoul, thanks for all these information and analysis.

  • @42dunbar
    @42dunbar 2 года назад +1

    Lots of mixed messages here. You shouldn’t be buying stocks now if you think bonds are going to rally (i.e., risk off). Raoul seems loathe to admit his ARKK “buy the dip” call 50% ago didn’t work out so well. I really like Julian Brigden’s framework. He’s been right on the money this cycle.

  • @jakuil
    @jakuil 2 года назад +4

    Great in depth clear easy to understand. lots of value.
    Thanks for this!!!

  • @peterlembessis6427
    @peterlembessis6427 2 года назад +1

    Ty for all your talents and explanations and just passing along valid information.

  • @chrisdennis2571
    @chrisdennis2571 2 года назад +2

    Cathie Woods is one of the greatest technology minds!?🤣

  • @TobiasBlaschke
    @TobiasBlaschke 2 года назад

    So, bonds, equities and cryptos are a buy. Is there anything not being a buy?

  • @sandrag5022
    @sandrag5022 2 года назад +1

    Excellent talk! One of my favourite people ! Sunny South Africa

  • @JayJay-oi5cz
    @JayJay-oi5cz 2 года назад

    It's a privilege to get this great content for free. Thanks!

  • @ianmcc87
    @ianmcc87 2 года назад

    incredible! I'm very grateful to you Raoul for offering this content/insight to the world. Financial education is powerful tool for us middle class folk!!

  • @CalledForDuty
    @CalledForDuty 2 года назад

    Wait aren't you 100% in crypto ? Talked thousands into the top of the crypto bull market with $30,000 eth and $250,000 btc call. Great work

  • @issenvan1050
    @issenvan1050 2 года назад +2

    Cathie Wood 😂

  • @jamsheedmehta1657
    @jamsheedmehta1657 2 года назад +2

    Thanks for all your hard work! What a brilliant summary of the macro situation without the fluff. Telling it as it is (“I don’t know about what will happen”) with both technical knowledge and experience. Great work. Thanks so much.

  • @tommyt1785
    @tommyt1785 2 года назад +2

    'Things get more expensive so then people spend less and inflation comes down'
    Sure but by that logic wouldn't no country ever have inflation then?
    Turkey and Argentina's currencies half in value every year. Why don't the Turks and Argentinians just stop spending until their inflation rate comes down?
    Serious question

  • @mattselig9876
    @mattselig9876 2 года назад

    The Barbers chair is this intentional irony, that we are all going to get a haircut Raoul???

  • @thirachai4676
    @thirachai4676 2 года назад

    Fantastic. Your fanclub in Thailand.

  • @kiwoongpk91
    @kiwoongpk91 2 года назад +1

    What an absolute gift…

  • @lancashirefrenchies9927
    @lancashirefrenchies9927 2 года назад

    Love this guy we get to listen to some of the greatest minds in the world for free keep it up great job.
    Cathy Woods is pure class

  • @kimbast3977
    @kimbast3977 2 года назад

    Thank you for consistently providing honest insightful financial analysis. Respect to you and your family. (Beside every great man, is an great and honorable women)

  • @arslanjapan
    @arslanjapan 2 года назад

    Always love to see Raoul talk about crypto

  • @zzman7836
    @zzman7836 2 года назад

    For someone that was extremely bullish on carbon credits, if very strange that you’re forgetting to mention that ESG mandates are forcing supply constraints in the energy and commodity sectors that are a major input in for economic production and future prices. Inventories for energy and commodities are at all time lows which means even if demand decreases high prices will remain

  • @judd7699
    @judd7699 2 года назад

    Amazing show / how lucky are we to have experts like you online 🥂thank you

  • @lisajr8332
    @lisajr8332 2 года назад +47

    This < is exactly right is pretty good content in my opinion.

    • @thomaswalter9068
      @thomaswalter9068 2 года назад

      Hey, I am trading with Gerry Schmidt crypto and it makes so much more sense now! Every day I learn more, things coming together now.

    • @anniesmith549
      @anniesmith549 2 года назад

      I have heard a lot about his success stories just few months i started bitcoin and i may need his help for technical analysis, signal and investment plans as a new bitcoin buyer...

    • @emilywright436
      @emilywright436 2 года назад

      Nothing is ever stopping me from becoming a pro after my trading sections with Gerry Schmidt

    • @johnsonpedro1278
      @johnsonpedro1278 2 года назад

      Yea once you understand the potential of bitcoin, you can bet on it but I think people need education to fully understand. Gerry Schmidt he's such an intelligent man and his signals accuracy is astonishing.

  • @moo4818
    @moo4818 2 года назад +1

    master piece macro again

  • @Bluegrassman12
    @Bluegrassman12 2 года назад +1

    Gray videos always and thank you. Just one note your assumption that the elderly has a pension is incorrect in America. You may have Social Security that is below poverty rate wages

  • @suebenbow6860
    @suebenbow6860 2 года назад +1

    Thank you for all your hard work on presenting all this info. Sue

  • @erlanpatrickmendoza7614
    @erlanpatrickmendoza7614 2 года назад +1

    Thank you Raoul

  • @ronburgandy1475
    @ronburgandy1475 2 года назад +1

    Ty for all the work you put in Raoul.
    Some things I already had my mindset in and others you have absolutely given me a different perspective on (I follow Ark closely I think Kathy has some amazing thoughts for a long term perspective as well).
    So thanks again you are without doubt one of the most much listen to opinions in the macro / long term investment sphere that people would be foolish to ignore and not consider your positions at the very least.
    Well done 🙏❣️

  • @james2295
    @james2295 2 года назад +1

    Great content. So much better than the garbage crypto stuff.

  • @thecryptoexperience1814
    @thecryptoexperience1814 2 года назад

    Would like this video several times if it was possible.

  • @stockvaluedotcom
    @stockvaluedotcom 2 года назад +10

    Cathie Wood a great technology mind? Look at her stock choices and what has happened to them. Any 6 year old could to what she's done with a dart board. I respect Raoul although I think his "bitcoin is the only trade" was off the deep end but Wood? Please.

    • @42dunbar
      @42dunbar 2 года назад +3

      Raoul seems loathe to admit he got that ARKK call last year wrong. It’s down 50% since then. He seems to just keep doubling down on that call.

    • @Pinkpanther100x
      @Pinkpanther100x 2 года назад

      I just started to buy cathie woods stocks

    • @stockvaluedotcom
      @stockvaluedotcom 2 года назад +1

      @@Pinkpanther100x I didn't know there was a Cathie Wood company you could buy stock in, I I thought she was just another so called advisor who rides the market till it dumps her in the trash like the Cramer's of this world.

  • @Stanthemilkman
    @Stanthemilkman 2 года назад

    I work as engineer at iron mine. We have 2 story robo trucks now. Driven from a control room. Drill rigs are robo too. aDiggers, graders still manned. As robo only works along repetitive tasks and paths.

  • @AEG_UK2020
    @AEG_UK2020 2 года назад +1

    Come on; in the 1930s house prices had dropped by 50-75% for the working class, a 3% increase per year is nothing compared to the losses. That isn't similar to now, we havent seen a drop, we're seeing higher leveraging. The retooling of the economy, as you suggest, isn't happening in any short timeframe.

  • @jasonbuick6071
    @jasonbuick6071 2 года назад

    This is flipping fantastic.

  • @musikamusiko682
    @musikamusiko682 2 года назад +1

    Financial research that is both insightful and instructive in macroeconomics👍. New subscriber here

  • @Tron2pointOh
    @Tron2pointOh 2 года назад +1

    I'm surprised he didn't mention the elephant in the room in crypto. Xrp, once the sec lawsuit ends will be unleashed into exponential growth.

  • @cryptototalwar2915
    @cryptototalwar2915 2 года назад

    I agree, if you look at 2008, we hit ATH in oil prices and then it dropped BIG TIME. I think we will see at least $180/barrel before dipping

  • @christophermorgan9980
    @christophermorgan9980 2 года назад +1

    Listen to this guy. RUclips is full of a million people that have to mention "This is not financial advice a million times during a 20 minute market evaluation based on what Elon Musk said on Twitter." There is a reason for that!

  • @cjfinance3829
    @cjfinance3829 2 года назад

    Peace ☮️ and Love ✌️
    A huge thank you Raoul and all the team at RV 👏👏👏

  • @alirezaazimipour3637
    @alirezaazimipour3637 2 года назад

    Rapid: A very thorough and comprehensive analysis however, you have missed one very important equation in your analysis: the recent, rapid and exuberant increase of rental units, which unfortunately has not been fixed.

  • @freedomhacking
    @freedomhacking 2 года назад

    Thank you very much for all your content, Raoul and Real Vision Finance team!