URGENT: Market CRASH Flash UPDATE with Raoul Pal
Raoul Pal: The Journey Man - Ein Podcast von Real Vision Podcast Network - Donnerstags
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🔥 LEVEL UP with Real Vision Plus https://rvtv.io/3KPQooB. There's proverbial blood in the streets. What's caused this sell-off and what's next? With equities, bond yields, and crypto all battered, there is a lot of fear and confusion over why this happened, whether a US recession is imminent, and where the cycle is headed. Raoul Pal gives a flash update backed up by Macro Investing Tool charts on the big picture. GMI's head of macro research Julien Bittel, CFA will provide another MIT update for Real Vision Plus members later this week - make sure to join here https://rvtv.io/3KPQooB 📢 This episode is sponsored by Kraken OTC. Get 24/7 access to instant, large-lot pricing and execution for your next large crypto trade. Learn about Kraken OTC’s private, personalized trading services at https://realvision.com/krakenOTC2024 Timestamps: (00:00) Introduction (01:36) Current Market Situation (02:28) Macro Framework Overview (03:37) Yen and Global Stimulus (04:53) China and Global Growth (06:00) Yen Intervention and Market Impact (08:05) Macro Spasms and Historical Context (10:19) Financial Conditions and Business Cycle (11:24) Real Vision Plus and Macro Investing Tool (12:29) Business Cycle Analysis (13:38) Unemployment and Inflation (14:14) Fed Rate Cuts and Market Impact (15:15) Global Liquidity and Market Movements (16:22) Financial Conditions and Economic Recovery (17:32) Global Liquidity and Crypto (18:42) Global M2 and Liquidity Measures (19:52) Macro Summer Signature (20:26) Financial Conditions and S&P 500 (20:58) Emerging Markets and Financial Conditions (21:29) Tech Stocks and Financial Conditions (22:01) PBOC and Liquidity Measures (23:10) Historical Market Corrections (26:12) 2017 Market Cycle (27:16) 2019 Market Corrections (28:24) Expectations for Current Cycle (29:00) ETH and Early Stage Tokens (29:29) Risk Management and Asset Allocation (29:56) Banana Zone Overview (31:04) Investment Strategies and Long-term Gains (32:49) Impact of Jump Trading and Token Unlocks (34:32) Solana Chart Analysis (35:35) Staying Resilient Through Volatility Connect with me: Twitter (X): https://twitter.com/RaoulGMI Instagram: https://www.instagram.com/raoulgmi/ LinkedIn: https://www.linkedin.com/in/raoul-pal-real-vision/ Newsletter: https://raoulpal.substack.com My other work: Real Vision: https://rvtv.io/3LHYIaH Global Macro Investor: https://globalmacroinvestor.com EXPAAM: https://expaam.com Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf Learn more about your ad choices. Visit podcastchoices.com/adchoices