The Exponential Age: Liquidity Will Continue To Surge Into 2025 | Raoul Pal
136,191
Published 2024-07-03
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Timestamps:
00:00 Introduction
02:17 The Liquidity Cycle
09:26 Trouble In Japan's FX Market
13:00 Mantra Ad
14:06 Financial Repression
15:43 Diversification Is Dead
20:12 The Age Of Debt
27:25 Permissionless Ad
28:06 The Crypto Thesis
39:28 The Banana Zone
46:10 Changing Your Investment Framework
48:55 The Fourth Turning
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
All Comments (21)
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My advice to new investors: Buy good companies stocks and hold them as long as they are good companies. Just do this and ignore the forecasts and market views which are at best entertaining but completely useless.
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I'm furious! 2024 has been a rollercoaster in the stock market. One minute, I’m riding high on AI stocks, the next, I’m plummeting with tech crashes. The so-called “youtube experts” kept giving conflicting advice, leaving me more confused than ever. It feels like gambling, not investing. Why is this market so unpredictable?
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I started my 250k portfolio last year with SCHD, VOO, and VUG after watching one of your videos. In terms of share price, VOO is way up (22.25%) and VUG is waaaaay up (39.62%). Thanks for the education! Will this provide solid cashflow?
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I feel investors should be focusing on under-the-radar stocks, and considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises of plummeting stocks which were once revered and i don't know where to go here out of devastation.
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I wonder what the best opportunities to invest now are, there are opinions but a little later I find out these opinions don't matter as a totally different turn of events play out with the stocks they discussed therein...
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In my opinion xAI60K has great Potential to Pump due to all the ai craze...
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I learnt there will be no vesting on xAI60K
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Imagine waking up in the morning and saying to yourself, "I'm going to put on 27 bracelets today."
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Considering Bitcoin's evolution, I aim to capitalize on its potential. With an 80% allocation to equities and 20% in cash, my strategy incorporates the S&P 500's anticipated growth of over 10% this year. My primary concern lies in optimizing a sizable stock and bond portfolio to achieve significant returns while mitigating risk.
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Rugger Pal - The guy who knows how to monetize his English accent, story telling, his Goldman badge, Content creation/marketing/hype skills unlike anyone I have seen. The guy is average at best but touts his 'macro chad' skills like none other.
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"They're just selling blockspace" He says that as if it is a profound insight.
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Raoul may be the world's best story teller.
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It's sad how difficult things have become in this recessive economy. I was wondering how to utilise some money I had. I used some of it for e-commerce business, but that sank. I'm thinking of how to protect my $450K-worth stock portfolio from decline, but haven't figured which way to go.
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Sweet i like Solana and gems like xAI60K token
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Don't trust raul. He is well connected and he and his VC buddies are incentivised to hype up his positions in sol, sui, bonk, whatever. He is the biggest grifter you've ever seen in this space. He will dump his bag on you when you're still hyper bullish because he told you to be.
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Beware of anyone that talks with such conviction and consider they may be totally wrong.
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Thank you so much for having me!
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i have been following this guy for 5 years now. and he has been wrong on everything.
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Thanks for the insights. Since I became so rich in cryptocurrency I realise that crypto is the future cuz l invested 10k and made up to 36k as weekly profit I appreciate the help of your channel😊
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U cant count Bitcoins returns starting year 2011. At that point practically nobody owned it. Around 2016 is when enough people owned it to call it an "investment product." N if u start counting from 2016 the returns r less stellar. Thats the more accurate way to compare BTC's returns with other established asset classes such as gold n equities markets.
