June 29, 2025

June 2025: Raoul Pal The Journey Man's Monthly Recap

18 minutes

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Join us as we revisit the best moments from The Journey Man throughout May. From deep macro insights to bold crypto predictions and breakthrough tech trends, Raoul Pal takes us on a thought-provoking ride across seven standout episodes:

⚪ Julien Bittel

https://youtu.be/k0ljkkVWaqA

⚪ Manny Stotz:

https://youtu.be/VhZxXIqoRUw

⚪ Jamie Coutts:

https://youtu.be/BbIxTIpPjtg

Timestamps:

00:00 Intro

00:39 Market-access & governance hurdles

01:49 Digital stores of value → poverty reduction

03:07 Global M2 & USD setup for correction

04:15 Easing financial conditions ahead

04:52 Dollar wave 3 count → correction signal

05:56 Phase 2 vs Phase 3 dollar cycle explained

06:28 Liquidity cycles & BTC sensitivity

07:29 April M2 breakout → BTC +40% rally

09:11 Introducing global-liquidity risk score

11:29 Layer in leverage & unrealized-profit risk

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By Real Vision Podcast Network

4.4

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