Episode description
The current outlook in the markets is... shaky at best.
War in Europe. Inflation and political instability in the USA.
On top of that, Terra (UST) began its historic plummet—right in the middle of recording this episode.
Raoul Pal of RealVision returns to Bankless to synthesize the widespread chaos in the markets, and helps us figure out how to position ourselves for these wild times.
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Topics Covered:
0:00 Intro
6:30 Not Looking Good Out There
14:00 What Goes Up…
19:49 The Macro Fundamentals
25:09 The Debt Bubble
31:29 Tech Stocks
37:30 No Safety Net
42:34 Global Concerns
47:45 UST Collapses
52:30 A Massive Meltdown
55:15 Regulation
59:30 Maturing Crypto Markets
1:05:45 What can save us?
1:12:38 More Stimulus Checks?
1:19:22 Hedging Against Inflation
1:22:00 Raoul’s Portfolio
1:26:10 Culture as an Asset Class
1:28:53 Advice for First-Timers
1:31:40 Should We Be Scared?
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Resources:
Raoul Pal:
https://twitter.com/RaoulGMI?s=20&t=fcZpeyDaMB3GKo8aC1i4Gw
RealVision:
https://www.realvision.com/
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures