Raoul Pal and GMI's head of macro research Julien Bittel, CFA, open their biweekly "Shooting the Shit" episode, which is normally exclusive to Real Vision Alpha members and above, to everyone. It's a sneak peek into how the guys brainstorm, interpret charts and look for opportunities through the macro lens. In this episode, they break down the forces driving markets right now, from global liquidity and crypto regulation to AI, compute, energy, stablecoins, and they explain why the old business cycle framework may be losing power as the exponential age accelerates.

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