Raoul Pal: This is the Best & Biggest Macro Trade of All Time | SUPER EXCITED w/Stefan Rust

SUPER EXCITED with Stefan Rust is presented by truflation.com
Raoul Pal is CEO & Co-Founder, Real Vision Group & Global Macro Investor. Pal leads Real Vision to provide unparalleled access to the very best insights and analysis from the brightest financial minds. He prides himself on being a Business Cycle Economist, Investment Strategist, and Economic Historian.
Real Vision www.realvision...
Raoul Pal on X / raoulgmi
Raoul Pal on LinkedIn / raoul-pal-real-vision
00:45 Truflation -- a source of truth
02:10 Only just begun
03:10 All financial assets on the blockchain
06:10 Custodial middlemen versus self-custody
09:10 Best and biggest macro trade of all time
11:35 Hidden leverage from LTCM to FTX
16:45 The Exponential Age
24:36 Money is hard to come by
27:20 Are recessions a thing of the past?
31:10 Wages and CPI don't rise
34:27 We created need for middlemen
35:55 Institutionalization
38:03 Entrepreneurship
40:40 Worldcoin miss and lessons learned
46:30 AI and children
48:30 The single most powerful thing
50:55 Science fiction and real life merging
53:20 Flywheel is energy + AI + compute
56:06 The Exponentialist www.realvision...
58:00 Room for The Network State and benign dictators
1:00:00 Europe is an old peoples' home that hates entrepreneurs
Follow Stefan on X / srust99
Follow Stefan on LinkedIn / stefanrust
Listen to Stefan's other podcast, Stefan and Omar Uncut www.parisblock...