Raoul Pal

 

Discussion List

  • jason_b
    btc worries of the moment
    With the current SPY setup, there are obvious concerns/doubts about how BTC will do over the next Month or 2 as the SPY does whatever type of correction this market will allow.  Basically, is BTC going to tank as the stock market works out the potential for a fed mistake vs. the hardened rails passive investing has put on the trajectory of the market?  This should help...   BTC/SPY compared to BTC for reference... I guess it's true.  When you divide by a constant you get a constant.  The …
    jason_b 17 views 8 comments Most recent by John Ahearn Real Vision
  • denis_t
    What do you think about the hippo's idea?
    https://www.youtube.com/watch?v=2PRzQoSjlGU
    denis_t 4 views 0 comments Started by denis_t Real Vision
  • violeta_d
    Longevity research and David Sinclair
    I wanted to post this on the last Insider Talks comment section, but it is still closed for comments so I decided to spill it here  I hope @Raoul Pal reads it. I see how the idea about "aging is a disease"  is appealing to people. I listened to David Sinclair views during two interviews and I am highly convinced That his main goal is just to sell aging tests, books and whatever else he has to sell. If you have never studied aging, his story sound solid and fascinating. The truth is, …
    violeta_d 2 views 2 comments Most recent by violeta_d Real Vision
  • Weston Nakamura
    Cathie Wood RV Series Discussion: TSLA & China
    Really been enjoying this Cathie Wood series so far, but also extremely well timed and highly relevant market in real time   (I’ve said in many occasions that the RV team who books / sets the programming schedule are like the best market timing  “predictors” of all time lol - and it’s very true). Market Developments in the last 24-48 hours (as Cathie Wood series started): •TSLA Q2 Earnings beat: EPS $1.45 vs $0.96 est. OP $1.3bn (3x YoY), overcoming the fundamental bear case hurdles. EV deliv…
    Weston Nakamura 1 view 1 comment Most recent by carlos_l Real Vision
  • jeremiah_s
    Boss Move
    The guy who built this is a complete boss:  https://twitter.com/pheathwa/status/1405664600570298369https://www.yapmandu.com/ @Paul Heath Lets go bro!  It basically aggregates all the Twitter posts of the RV people so you don't miss anything they say.  
    jeremiah_s 1 view 3 comments Most recent by Paul Heath Real Vision
  • stefan_c
    Three Cheers for Ed Harrison, and the Fed’s Statements
    I had some thoughts on the Fed’s actions today (below), but want to say a word first about Ed Harrison’s departure. I have a mixed reaction to Ed Harrison’s plan to move on from RealVision. I first encountered  Ed in the very early days of Zero Hedge in 2008 and then watched his show Boom Bust on RT.  I read his articles when I found them post-GFC, but got a whole new view during the dark days last March when the world was ending and I discovered RV (via an RV interview of Dan Zwirn posted on…
    stefan_c 1 view 3 comments Most recent by stefan_c Real Vision
  • The future belongs to the visionaries.
  • Weston Nakamura
    Weekly Roundup Expo Age 2: Goldman CFO Marty Chavez (Explained & Interviewed), Jim Bianco Debut o...
    https://vimeo.com/554023402Marty Chavez: How a Silicon Valley / Stamford PhD in machine learning with zero trading background became CFO of Goldman & turned GS into a technology firm w/ @Raoul Pal  Jim Bianco‘s RV Crypto Debut ← Voluntary & Early Career “Retraining” w/ @Ash Bennington  The Exponential Age of Massive Widespread Job & Career Destruction w/ Art Bilger  Expo Age Week 1 Roundup w/ @Edward Harrison  
    Weston Nakamura 6 views 11 comments Most recent by lex_w Real Vision
  • Real Vision
    Tune in LIVE Today at 5:30PM EST
    WRAPPING UP “THE EXPONENTIAL AGE” – HAPPY HOUR SPECIAL WITH RAOUL PAL AND HUGH HENDRY
    Real Vision 1 view 1 comment Most recent by lena_y Real Vision
  • frederic_r
    Raoul's moves
    I found out a few days ago when browsing tweeter that Raoul has recently changed his cryto allocation. He no longer holds 75% BTC / 25% ETH like he mentionned last year but 25% BTC, 55% ETH, 20% other crypto. That's a huge shift and I wish we would be made aware of it. I understand RV is not giving financial advice per say but Raoul's change of frame of mind could benefit especially lower experienced Essential members, the individual who's trying to navigate these difficult waters. If you read …
    frederic_r 3 views 10 comments Most recent by percy_p Real Vision
  • Real Vision
    Week 1, Day 5: Nikolai Ardey, VW GroupVolkswagen Group Innovation Executive Director Nikolai Arde...
    Week 1, Day 5: Nikolai Ardey, VW Group Volkswagen Group Innovation Executive Director Nikolai Ardey joins Real Vision's Raoul Pal for an exclusive interview about the future of electric and autonomous vehicles, the advanced technology involved in cars as they become part of the Internet of Things, and an increase in shared mobility in megacities and developing countries. Ardey lays out a clear roadmap and strategy for the most feasible and reasonable ways that Volkswagen is adopting zero-emissi…
    Real Vision 1 view 0 comments Started by Real Vision Real Vision
  • Real Vision
    Week 1, Day 2Legendary venture capitalist Bill Tai is an expert in identifying exponential trends...
    Week 1, Day 2 Legendary venture capitalist Bill Tai is an expert in identifying exponential trends. He has been an angel investor in more than 20 companies that have gone public, including Zoom and Dapper Labs. Tai returns to Real Vision to share with co-founder and CEO Raoul Pal what makes an exponential valuation and how the low interest rate environment has caused a surge in P/E multiples, richly rewarding high-growth technology companies. The two discuss how the current wave of NFTs and the…
    Real Vision 2 views 4 comments Most recent by pablo_m Real Vision
  • Real Vision
    And it begins..Over the next two weeks, Real Vision will be embarking on a journey to explore the...
    And it begins.. Over the next two weeks, Real Vision will be embarking on a journey to explore the technologies of the future and what opportunities they offer investors. That journey begins today with a conversation between Raoul Pal, Real Vision’s co-founder and CEO, and Ed Harrison, Real Vision’s managing editor. Laying out his thesis, "The Exponential Age," Raoul argues that the linear progression of asset prices in nominal terms is an illusion, and that when one takes into accoun…
    Real Vision 1 view 0 comments Started by Real Vision Real Vision
  • Weston Nakamura
    Weekend Roundup: Fund Management, Client Risk + Prime Brokerage Risk (oh and + market risk)
    Make sure to follow the topic →  Weekend Roundup https://vimeo.com/541415306ETFs Mike Green Update Live w/ @Max Wiethe: Game Changer - Mike Green ETFs Meb Faber & Jason Buck: ”If you buy & hold my ETF you will lose money“ - setting client expectations   Hedge Funds: Mike Vranos & @Raoul Pal : Client Redemption Risk-Dependent Portfolio Construction + DIY  Prime Broking  Marc Cohodes w/ Jason Buck from Feb 2021 : When your prime broker fucks you over with a straight face RV Cl…
    Weston Nakamura 2 views 4 comments Most recent by Weston Nakamura Real Vision
  • jason_b
    Monster Cycle: Game on!! with correction time edit.
    It's happening.  BTC's exponential rise may just be a fractal of a much larger pattern. https://www.tradingview.com/x/RVPVdBlM/ I figure we just have to shake all the newbs' BTC into institutional hands as we have broken the lower supporting trend line BTC created on the log chart.  The number of new addresses since the Elon Musk bar (Bottom at ~39,700)  is impressive.  Also, on the daily chart the 200 EMA is at about 40k along with the 3rd leg peak of 40,500. This cluster is where we are he…
    jason_b 1 view 1 comment Most recent by James Gallivan Real Vision
  • Weston Nakamura
    Addressing RVDB from Fri
      Regarding the 2 questions on Turkey’s crypto “ban” - I just mentioned in the Hive Mind report of how many countless times the Exchange is ahead with identifying and discussing what’s on people’s minds, and this is exactly what I’m talking about. RVDB  films at the end of the day (and this one was live so its airing even earlier) so obviously the first chance to comment has to wait until then. But if you just looked around the Exchange, you’ll have seen this discussion taking place many hours…
    Weston Nakamura 2 views 1 comment Most recent by matthew_l Real Vision
  • Weston Nakamura
    That Truman show moment
    So.... anyone watch @Raoul Pal ? JUST when you think you’ve finally learned and figured out this macro shit...  alright Pal/RV... back to school it is then! watch this →  THE EXPONENTIAL AGE: CRYPTO’S FAST AND FURIOUS RISE
    Weston Nakamura 1 view 7 comments Most recent by John Ahearn Real Vision
  • Real Vision
    Famed investor Kevin O'Leary, aka Shark Tank’s Mr. Wonderful, joins Real Vision’s Raoul Pal to di...
    Famed investor Kevin O'Leary, aka Shark Tank’s Mr. Wonderful, joins Real Vision’s Raoul Pal to discuss his investment philosophy and why he rebalanced his portfolio to include 70% equities and 30% fixed income. He increased his weighting in gold to 5%, took a position in Bitcoin for the first time, and stresses the importance of ethical mining and why investors need to know where their Bitcoin is mined. When it comes to private market investments, O'Leary looks for direct-to-consumer companies …
    Real Vision 1 view 0 comments Started by Real Vision Real Vision
  • Weston Nakamura
    Updated View & Process + Added Risk Factor
    (Uploaded the wrong edit yesterday apologies, for some reason had cut out trading short term “against” my core longer term view/position  - correct version now in original post & below. @Seahyung Park you can get mad at me now for the public slandering) Attached PDF “slide deck” below https://vimeo.com/528745721Also in addition which I forgot to mention -  A major RISK of owning downside PUTS on US equities in general: exchanges shut down trading. This was a risk I was thinking about th…
    Weston Nakamura 2 views 13 comments Most recent by Rob Giles Real Vision
  • Garrett Chau
    Is having Kyle Bass as an interviewer an example of: 1) welcoming all points of view; or 2) RV fa...
    Raoul Pal's stance is that he and Real Vision do not take political sides. RV welcomes all points of view including those which are controversial as varying perspectives helps us better understand markets. However and in light of the shootings in Atlanta and the increasing amount of violence against Asian-Americans, is there a point in which RV should consider that Kyle Bass' rhetoric isn't solely about markets but perpetuates something else?  In Kyle Bass' most recent stint as an interviewer,…
    Garrett Chau 1 view 2 comments Most recent by Joseph Heiniger Real Vision
  • Kyle Cooper
  • Weston Nakamura
    Exchange Week Roundup: Yields & Curve Control
    https://vimeo.com/523517057 TPX Banks Weekly Roundup Videos on Yields, Yield Curve Control • Mike Green & Harley Bassman Video: Rates Volatility and Convexity  +  Harley Bassman Slide Deck Link + @Craig P  Post on Yield Curve  • Dominic Frisby and Raoul Pal  Video : Taxes = Everything  • Chris Whalen and Edward Harrison Video: Update on Banks • Peter Boockvar, James Bianco, and Ed Harrison Video: YCC • RVDB Fri w/ Ash Bennington Raoul Pal  Video: Painting = Canvas + Paint + Fucking …
    Weston Nakamura 2 views 23 comments Most recent by Weston Nakamura Real Vision
  • Sean Lakha
    Raoul's "Ask me Anything" with Max Wiethe
    Unfortunately I missed most of Raul's "Ask me Anything" with Max Wiethe.   @Raoul Pal  @Max Wiethe.  I don't see the recorded version of it in videos section.  I really hope you'll put it on Real Vision.  If it's already on here, could someone please send me a link?
    Sean Lakha 1 view 6 comments Most recent by bob_g Real Vision
  • Real Vision
    A wall of money, regulation, and rapidly shifting global priorities has already drastically chang...
    A wall of money, regulation, and rapidly shifting global priorities has already drastically changed how companies around the world manage their carbon emissions. As well, it has affected how governments incentivize good behavior and drive innovation and, in the process, created a tradeable market in carbon emissions credits. In this interview with Real Vision CEO and co-founder Raoul Pal, Eric Lee and Francesco Martoccia, both energy strategists at Citigroup, help break down the opportunities a…
    Real Vision 2 views 1 comment Most recent by John Sundheim Real Vision
  • Real Vision
    Even before COVID, global deficits had already expanded—but in the last year, they have exploded ...
    Even before COVID, global deficits had already expanded—but in the last year, they have exploded to levels that almost guarantee increases in taxes. We can already see the effects as high-net-worth individuals and businesses leave high tax areas like California for lower tax areas like Florida, Texas, and the Cayman Islands. Dominic Frisby, author of "Daylight Robbery: How Tax Shaped Our Past and Will Change Our Future," sits down with Real Vision CEO and co-founder Raoul Pal to discu…
    Real Vision 1 view 0 comments Started by Real Vision Real Vision
  • angelo_b
    Raoul: this may be of interest to you to track RV numbers etc
    https://click.exct.empirefinancialresearch.com/?qs=d22ae780acc70d010318ec1e2c4bf848e1d35fbd40cb222677b83cded2c648f7cb9b256be0efda808df7d13898b1d643816cf32623afd95a   Raoul, you did an interview last February with Dan Ferris of Stansberry Research. That’s how I heard of you. Porter Stansberry started the firm and grew it with buddies in the business. Similar to what RV is sort of doing but the crux is financial research with paid subscribers.     they just agreed to monetize by merging with a …
    angelo_b 1 view 1 comment Most recent by sam_c Real Vision
  • Real Vision
    Legendary independent investor Jim Rogers joins Real Vision CEO and co-founder Raoul Pal to share...
    Legendary independent investor Jim Rogers joins Real Vision CEO and co-founder Raoul Pal to share his outlook on markets and the lessons he learned on his storied career. Rogers tells Pal that this current market environment, marked by record-low mutual fund cash levels and high levels of investing on margin, reminds him somewhat of the conditions prior to the "Black Monday" sell-off on October 19, 1987, which actually occurred on Rogers’ birthday. Rogers stresses the importance of th…
    Real Vision 3 views 0 comments Started by Real Vision Real Vision
  • Real Vision
    LIVE NOW: Cocktail Party With Raoul (and Friends)
    http://www.youtube.com/watch?v=8upuVwLVFqw
    Real Vision 1 view 8 comments Most recent by nivtej_d Real Vision
  • Kazu Williams
    Robotics
    Hello Hive,  Robotics are the future.  Can we begin the discussion about potential investments? What companies should we be looking at?  We can blend those that are currently being traded vs. those which have a potential for an IPO.   ISRG - Intuitive Surgical TWOU - 2U inc.  6506 - Yaskawa These are only a few examples, but want to learn more.  Does anybody have suggestions?  Thanks,  -Kazu
    Kazu Williams 2 views 5 comments Most recent by Paul Archibald Real Vision
  • nikita_g
    Goodreads on RV: Session 3 - Brent Johnson
    Hi everyone, With year end holidays coming for many of us, this could be a great opportunity to let go of the daily price movements and pick up a great book. Continuing with the book recommendations from some of the best contributors on Real Vision, today our guest is Mr. Brent Johnson aka Santiago Capital on Twitter. As always, this is by no means an exhaustive list. It has been compiled based on direct input from Brent and some of his public appearances. Without further ado and in no particu…
    nikita_g 15 views 3 comments Most recent by sergi_n Real Vision