@Jaymes Rosenthal is a must follow here... the best videos and the one of the core players of The Hive mind... He also knows how to make Campari..
Raoul Pal Visionary5,441 CEO/Co-Founder Real Vision/ Global Macro Investor
Global Macro Investor and Real Vision Group, Business Cycle Economist, Investment Strategist, Economic Historian, Traveller and Rum Drinker..
Upcoming on The Exchange
Wed 3/3
Crypto Video in Review w/ Sebastian Moonjava & Seth Dingle
Thurs 3/4
Fri 3/5
"The Breakdown" w/ Nick and Jack
Sat 3/6
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Calling on the Hive Mind. What indicators do you see on the horizon? What do you need? What am I missing? Let me know.
We're looking forward to April to determine what we think are the most pressing themes for 90 days and beyond. What do you see that we and others may not?

Happy New Year!
I did tell you BTC was the best trade Ive ever seen... ;-)
And I think ETH is going to outperform it this year...
Good luck all. Buy some bonds just to dampen your volatility... and dont use leverage in crypto. you don't need to.

Soon come, as they say here in Cayman..
The quality of posts, analysis, discussion and questions here on The Exchange are going up every day. It's really, really cool to see how smart, thoughtful and helpful everyone is.
Now all we need is for a back button that doesn't take you to the top again and a feed that is sorted by engagement and its going to explode!
We are waiting our community software partners to roll out these key improvements. it's coming but I just dont know when... but soon come.
Thanks everyone for toughing it out, engagement is getting bigger and bigger each day and as I said, the quality of thought-leadership you are all providing is incredible,
Bravo!

Bitcoin - The price drop and the news flow. Hot take from me as many of you are asking questions...

This is an amazing video and a great example of The Hive Mind - expert commentary and analysis by Real Vision members...

This is the value of The Exchange.... INCREDIBLE!
Two Real Vision members made this really useful, insightful and well done video together.
Definitely worth your time. @John Fadool is a true expert and JS did a brilliant job conduction the interview. Bravo guys!
https://exchange.realvision.com/post/election-politics-and-markets-5fab64b8f99be4059465a123

Twitter thread on the shift to Insolvency Phase
You might find this interesting..

Bitcoin now vs 2012 to 2017
For all you bitcoinmaniacs, you'll love these two charts...
The log chart and the price chart.


Global Macro Investor - COVID Spread Update Wednesday 14th October
We are seeing a dramatic rise in COVID globally, with particular focus currently on Europe and the US. Luckily, the death rates remain low but they are lagged and will rise. Governments have been slow to react and we risk a very nasty winter as people congregate inside and seasonal fu season combines with COVID.
The even bigger risk is the economic impact of renewed risk aversion by societies, along with restrictions by governments. Economic growth is likely to slow considerably, just as stimulus around the world fades.
Watch this closely..