The Intrinsic Value Podcast - The Investor’s Podcast Network

MI Rewind: Could This Time Truly Be Different? NFTs, Macro, Crypto, Bitcoin w/ Raoul Pal


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Robert Leonard and Raoul Pal discuss the macro environment, NFTs, crypto, and Bitcoin. Raoul Pal is a co-founder of Real Vision, has run a successful global macro hedge fund, co-managed Goldman Sachs’ hedge fund sales business in Equities and Equity Derivatives in Europe, and helped design the BBC TV program Million Dollar Traders, training participants in investment and risk management strategy.


IN THIS EPISODE, YOU’LL LEARN

00:00 - Intro

02:01 - How did Raoul’s experience at BBC while designing Million Dollar Traders inspired him to create Real Vision?

02:01 - What were the roadblocks and defining moments that led to the creation of Real Vision?

02:01 - What was missing in the marketplace prior to Real Vision?

06:21 - What are the 3 phases of a crisis and which phase are we currently in?

06:21 - How the multiple stimulus bills being passed by the US government affects the macro-environment.

15:26 - What financial experts mean when they say the “government is printing money”.

22:07 - With the fall of the macro environment, is this something that new investors should be worried about or should they focus on the basics first?

32:14 - How did Twitter, Reddit and other social media outlets change the investing landscape for younger and newer investors? 

36:51 - How Raoul’s opinion changed from just having a small amount of crypto to a large amount specifically, Bitcoin. 

38:20 - What other fellow macro-experts think about crypto and bitcoin?

43:13 - What other coins, other than Bitcoin and Ethereum have a potential to succeed?

49:48 - Whether it’s possible for the government to outlaw crypto.

54:12 - What are NFTs and Raoul’s view as a potential investment case?

And much, much more!


*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.


BOOKS AND RESOURCES

  • Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members.
  • Bitcoin’s white paper.
  • Recommended Book: The Intelligent Investor by Benjamin Graham.
  • Recommended Book: The Simple Path to Wealth by JL Collin.
  • Recommended Book: The Laws of Wealth by Daniel Crosby.
  • Recommended Book: Pioneering Portfolio Management by David Swensen.
  • Check out the books mentioned in the podcast here.
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