Raoul Pal: The Journey Man - podcast cover

Raoul Pal: The Journey Man

Real Vision Podcast Network
The world is changing faster than ever before. This comes with life-changing opportunities but also unprecedented challenges. In The Journeyman, I talk to the greatest minds at the nexus of macro, crypto, and technology to figure out exactly what the Exponential Age means for us all. I uncover the big trends, potential investment opportunities, and economic risks and rewards, and ask the big questions on how this impacts us, our businesses, and our societies. Brought to you by Real Vision.
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Episodes

Market-Neutral Strategies Set This Crypto Fund Apart

Exponential Age Asset Management CIO Moritz Seibert returns with a new episode in his asset management series where he explores techniques of top asset managers in the cryptoverse. Seibert welcomes Nickel Digital Portfolio Manager David Fauchier to explain the market-neutral approach behind the Diversified Alpha Fund he oversees. Investors in old-school financial markets have long cherished market-neutral strategies, which match leveraged long and short bets to protect returns against adverse mo...

Apr 08, 202210 min

New Crypto Hubs, the Chief Meme Officer, and Ledger Jumps Into The Sandbox

The United Kingdom wants to become the next global hub for crypto, but is it too late for London to catch up to Miami, Beijing, and Singapore? What does Elon Musk’s stake in Twitter mean for Web2 and Web3? And does Ledger’s partnership with Sandbox mean a whole new slew of metaverse users is on the horizon? The Defiant’s Robin Schmidt and Camila Russo join Real Vision’s Elaine Ly to break down all that and more. Recorded on April 6, 2022. Learn more about your ad choices. Visit podcastchoices.co...

Apr 07, 202246 min

Crypto Is Not Just for Tech Geeks

Co-founder Valeria Benitez Florez is building the Pocket Network around the idea that "more people need to come into the space across all fields, as everyone brings more to the table.” Pocket Network is a system where the community can stake nodes on a decentralized network. Expanding on that in conversation with Wendy Diamond, founder and CEO of LDP Ventures and the Women’s Entrepreneurship Day, she says "there is an infinite amount of knowledge to be explored" as her community expands. Recorde...

Apr 06, 202211 min

Big Family Wealth Apes Into Crypto Too

Haouk Lee started his investing career in real estate and emerging markets. A fiat currency bear with an eye for new trends, the digital asset value proposition came naturally to him when he first engaged with crypto in 2016. Lee, the founder and CIO of Trinity Digital Assets, an offshoot of his family office Trinity Investment Holdings, talks to Leslie Lamb, the founder and host of the Crypto Unstacked Podcast, about his experience and what it says about broader market trends. Lee notes that an...

Apr 05, 202212 min

Everyone Can Mine Bitcoin

Building a Bitcoin mining rig can be complex. Compass Mining is here to simplify it to the point that literally anyone can participate in the decentralized computational process and add new blocks of transactions to the world’s No. 1 blockchain, whether at home or through one of 23 collaborating data centers in five different countries. As co-founder and CEO Whit Gibbs explains to Real Vision’s Elaine Ly, Compass Mining’s service enables those who don’t want to host a machine in their house to c...

Apr 04, 202212 min

"What Will Your Identity Look Like in the Metaverse?"

Gabby Dizon, CEO and co-founder of Yield Guild Games, envisions a Metaverse where individuals have ownership over their digital identity and the associated data and revenue. Dizon joins Rolf Hoefer, co-founder of Cultur3 Capital, to talk about the digital revolution taking place within community tokens and people’s newfound sense of online identity. According to them, Web 3.0 presents a unique opportunity to empower users to gain a sense of virtual autonomy, and Dizon argues that this is what we...

Apr 03, 202213 min

Opposing Views: Pomp & Mike Green on Bitcoin

Mike Green, chief strategist and portfolio manager at Logica Capital, and Anthony Pompliano, investor at Pomp Investments, join Ash Bennington, Real Vision senior editor, to discuss their opposing views on Bitcoin. They each explain their views on Bitcoin—Pompliano makes the case for Bitcoin being a store of value that should be widely adopted and encouraged by the United States in order to stay competitive globally while Green asserts that Bitcoin is used primarily for nefarious activity and is...

Apr 02, 20221 hr 20 min

ECASH Act Would Establish a Real Digital Dollar

In its most basic terms, the digital dollar debate is about a public option versus a private option. According to Rohan Grey, assistant professor at Willamette University College of Law, there is a middle ground that happens to be the best option. Grey, who advised the authors of the bill, joins Real Vision’s Ash Bennington and Santiago Velez, co-founder and division lead of R&D at Block Digital, to talk about the ECASH Act recently introduced in the U.S. House of Representatives. The “Elect...

Apr 01, 202216 min

Good Price Action, Bad Hacks, and NFT LA

Is the crypto bull market back on track? What should we make of the massive Ronin bridge hack? And how is Elaine’s field trip to NFT LA shaping up? The Defiant’s Camila Russo and Robin Schmidt join Real Vision’s Elaine Ly to dig into all that and more. The trio explains how Ethereum’s merge and Terra’s Do Kwon buying Bitcoin as a reserve are driving price action. That’s on top of everything Elaine’s learned from NFT LA, including Jiho’s response to the $600 million Ronin bridge hack. Recorded on...

Mar 31, 202247 min

The Next Generation of Tech Leadership Will Be Decentralized and More Female

Randi Zuckerberg, the founder and CEO of Zuckerberg Media, is particularly interested in female-led NFT projects. But the entrepreneur knows “that won’t be enough going forward.” Her latest venture, “The Hug,” offers mentorship to up-and-coming founders from a network of industry leaders in technology and the arts. Zuckerberg’s tenure at Meta (formerly known as Facebook) provides her unique insight on America’s big tech boom. Now, she’s at the forefront of a new tech shakeup, taking what she’s l...

Mar 31, 202212 min

How To Build a Community-Focused Business

Greg Isenberg is co-founder and CEO of Late Checkout, a product studio and agency that designs, creates, and acquires community-first tech businesses. “Community first” means the community is the product or the community is built around the product. Isenberg advises on community design and community management as opportunities to reduce risk. He emphasizes the role tokenization plays in communities today, from NFTs to DAOs to social tokens. Isenberg joins Kevin Kelly of Delphi Digital to discuss...

Mar 29, 202211 min

Liquidity Drives Success for This Crypto Hedge Fund

How do the world's most successful crypto hedge funds think about trading? Exponential Age Asset Management CIO Moritz Seibert is hosting a series of interviews with top asset managers about their approach. In the first episode, Edward Chin and Thejas Nalval of Parataxis Capital join Seibert to share their views on the most investable assets in the space. Their focus is on liquidity. "When I say [we focus on the] top five, it's more of a play on liquidity,” notes Nalval. “The largest market-cap ...

Mar 28, 202214 min

The Founder's Scaling Debate: Solana vs. StarkWare

Most people agree Ethereum is too expensive. Many different tokens and companies have formed around the hype of being the next “Ethereum killer”. However, scaling solutions and the accompanied trade-offs differ from project to project. Solana utilizes the more traditional blockchain model while StarkWare exploits the process of “Zero-Knowledge Proofs” to boost efficiency. Kyle Davies, co-founder of Three Arrows Capital, and Real Vision’s Ash Bennington moderate a healthy discussion between Anato...

Mar 27, 202252 min

An Academic Expert Talks Crypto, FinTech, and Regulation

Dr. Fabian Schär, Professor for Distributed Ledger Technologies and Fintech and the Managing Director of the Center for Innovative Finance at the University of Basel, is a heavyweight when it comes to the academic study of cryptocurrency. His research has been published by the Federal Reserve Bank of St. Louis, among other distinguished outlets. Dr. Schär shares with Mathias Imbach, co-founder and CEO of Sygnum Bank, his deep knowledge derived from exhaustive research into blockchain technology ...

Mar 26, 202215 min

Medha Parlikar Is Lifting Women From Web 2.0 to Web 3.0

One of the few women in crypto, Medha Parlikar, co-founder and CTO of CasperLabs, joins Wendy Diamond, founder and CEO of LDP Ventures and Women’s Entrepreneurship Day Organization, to talk about her exciting journey in a game-changing industry. Parlikar dissects the dynamics of being among the small number of female leaders in tech and shares advice with other women hoping to follow her path. Parlikar sees big things on the horizon for CasperLabs in its mission to help scale enterprise-level pr...

Mar 25, 202210 min

Ape-ing Into the World of NFTs

With confirmation that Raoul Pal finally bought himself a Bored Ape Yacht Club NFT, The Defiant’s Robin Schmidt sits down with Real Vision’s founder and CEO to talk about his decision. Raoul and Robin discuss both the good and the (possible) bad of Yuga Labs’ and Bored Ape Yacht Club’s expansion, the recent ApeCoin airdrop, and how NFTs (and social tokens) can democratize the space. Tune in for a fascinating debate on the future of the metaverse. Recorded on March 23, 2022. Learn more about your...

Mar 24, 202246 min

How To Make Sense of Bitcoin's On-Chain Metrics

All cryptocurrency trading and investing activity is available on a public ledger. And all that activity can be extracted and studied. This is what’s called “on-chain analysis.” Indeed, one of the remarkable things about trading and investing in crypto is the easy availability of rich data streams that allow traders and investors to see things traditional technical analysis does not make visible. Benjamin Cowen, CEO of Into The Cryptoverse, joins Real Vision's Ash Bennington to talk about new wa...

Mar 23, 202214 min

How Blockchain Can Make Medicine Better

Clinical trials are a crucial part of the development of new medicines. But existing processes are antiquated, and it can take as many as 10 years before a new drug is approved. As demonstrated during the response to the COVID-19 pandemic, efficient influx of vaccines and other innovative solutions is critical for society’s current and future medical needs. Triall is leading the deployment of blockchain-integrated software solutions to accelerate delivery of new drugs to patients. Triall co-foun...

Mar 22, 202210 min

How Does Japan's Deflation Explain Crypto's Rise?

Persistent deflationary forces in Japan have puzzled economists for decades. Takaaki Kato, the Japan-based executive director and head of sales/trading for BitFlyer, doesn’know how long into the future present conditions will sustain. But he does see potential instability for the Japanese yen. Also a fiat currency bear, Kato perceives in Japan’s set of problems major tailwinds for crypto adoption. Kato tells Real Vision’s Ash Bennington that President Joe Biden’s executive order directing a “who...

Mar 21, 202216 min

How Do Crypto Lenders Generate Big Yields?

Interest rates on DeFi platforms are often as opaque as they are impressive, to the point where they seem too good to be true, especially in a world of near-zero TradFi yields. Sudhu Arumugam, co-founder of crypto derivatives exchange and yield platform CoinFLEX, offers a peek behind the curtain of his firm’s operations. Arumugam walks Real Vision’s Ash Bennington through the arbitrage strategies deployed by CoinFLEX, noting that his team’s edge comes from working with large pools of capital and...

Mar 20, 202216 min

Bored Ape Yacht Club Makes Major Waves

We're back, just in time to talk about the biggest NFT news of 2022: Yuga Labs, the creator of the Bored Ape Yacht Club (BAYC) collection, has acquired the brands, copyrights in the art, and other intellectual property of the CryptoPunks and Meebits collections from Larva Labs. BAYC is the most valuable NFT collection; CryptoPunks is the second-most valuable. So, what’s next now that these crown jewels have become one? Real Vision’s Ash Bennington joins The Defiant’s Camila Russo to talk about t...

Mar 19, 202229 min

Distilling the Essence of the DAO

Marcello Mari is the CEO of SingularityDAO and an expert on the emerging business structure that’s opening new frontiers to individual investors. Mari joins Santiago Velez, co-founder and division lead of R&D at Block Digital, to explain what a decentralized autonomous organization is and to share what he learned when he created his DAO. The DAO governance structure has been criticized as too slow to operate effectively. Mari counters that DAOs afford individuals opportunities to pool capita...

Mar 18, 202213 min

Could Bitcoin Be the Global Reserve Currency?

Ray Dalio, founder, co-chairman, and co-chief investment officer of Bridgewater Associates, the world’s largest hedge fund, famously noted that global reserve currencies typically last for 100 years or so. If that trend holds, the US dollar is nearing the end of the privileged status it inherited from the British pound. So, what comes next? Greg Foss and Seb Bunney believe it’s Bitcoin. Foss, a strategist at VPC, and Bunney, who advocates at The Looking Glass, argue that the world’s No. 1 crypto...

Mar 17, 202215 min

"Traditional Financial Markets Are Broken"

What problem does DeFi solve? Jamis Johnson and Ali Hassan, founding partners of Perceptive Capital, attempt to answer that question. As two early Bitcoin adopters, Johnson, a computer scientist, and Hassan, a former TradFi fund manager, were convinced of the original cryptocurrency’s promise almost from its very beginning. But they each saw opportunities to expand on that promise. And they were particularly excited by decentralized finance. Johnson and Hassan have combined their expertise to cr...

Mar 16, 202213 min

NFTing the World for the General Good

We promised Bill Tai would be back soon, and the day has come. In this special follow-up to their talk at Real Vision/MGM’s The Takeover, Bill shares with Raoul an update on the OnChain Monkey project, holding it up as an example of how NFTs and their communities can be incentivized to do good in the world. Bill also leads essentially a master class on Reed’s Law and how the concept is paramount for anyone who wants to understand today’s crypto ecosystem. Curious why everything is evolving even ...

Mar 15, 202216 min

The Man Behind Ukraine's Crypto Defense Fund

Almost overnight Ukraine’s largest crypto exchange has turned into a pool worth tens of millions of dollars that’s poured in from around the world to help the besieged country mitigate the everyday consequences of Russian aggression. Michael Chobanian, the founder of KUNA Exchange, speaks to Real Vision Managing Editor Samuel Burke about how he’s distributing the contributions and why he isn’t worried about Russia co-opting Ukraine’s crypto playbook. Recorded on March 8, 2022. Learn more about y...

Mar 14, 202211 min

This Is How To Build a Creator Economy

André Allen Anjos is a musician and digital artist better known by his pseudonym, RAC. Years ago, he “went down the rabbit hole” of Napster. He emerged to found the Remix Artist Collective. In 2020, he was among the first artists to connect his work with blockchain technology. In the process, Anjos has shown artists how to overcome the many hurdles that confront them in the Web 2.0 world, including lack of artistic freedom, low royalties, and a broader denial of autonomy. Anjos, a longtime stude...

Mar 13, 202212 min

Former CFTC Chair Says Web 3.0 Favors New Ways of Thinking

“What is the future of money?” is a question more and more about the future of blockchain technology and cryptocurrency. The rise of Web 3.0, as Chris Perkins and Chris Giancarlo describe it, will disrupt legacy financial business models and the regulatory infrastructure around it like nothing we’ve ever seen. Perkins, managing partner of CoinFund and a former U.S. Marine, and Giancarlo, former chair of the Commodity Futures Trading Commission, strategic advisor at CoinFund, and author of “Crypt...

Mar 12, 202212 min

Olaf Carlson-Wee on Web 3.0 and His 2022 Forecast

The first employee at Coinbase, Olaf Carlson-Wee, founder and CIO of Polychain Capital, went on to create one of the first crypto investment funds in 2016. While it may be a new buzzword to many, Carlson-Wee has been talking about Web 3.0 since early 2017. He describes the tensions that exist between content creators and social media platforms rooted in the Web 2.0 business model, which is largely driven by ad revenue. This arrangement is not always ideal for content creators, depriving many of ...

Mar 11, 20221 hr 6 min

A Masterclass Discussion on the Future of Digital Assets

Yassine Elmandjra, analyst at Ark Investment, and Real Vision co-founder and CEO Raoul Pal come at the digital asset space with different perspectives. To be honest, almost everyone in the digital asset space has a unique perspective that resonates for them. In this absolutely incredible discussion, Yassine and Raoul demonstrate how people with different perspectives can learn from each other, leveraging those different perspectives to create entirely new ideas and understandings that make the w...

Mar 10, 202214 min
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