Raoul Pal, Real Vision CEO and co-founder, joins senior editor Ash Bennington to share how his market framework is evolving. First, Raoul and Ash provide a sneak-peek into Real Vision’s upcoming campaign, “Is Everything a Bubble?”, where Real Vision will be featuring high-profile investors such as Lacy Hunt, Felix Zulauf, Mark Cuban, Lyn Alden, Howard Marks, and Joel Greenblatt. Raoul describes the current market environment, stating that investors are record long equities, dealers are record long gamma, and the market, as a whole, is record short Treasury bonds. Raoul and Ash then discuss the outperformance of Ethereum and “altcoins” relative to Bitcoin. Lastly, Raoul shares his views on the speculative fervor in the equity market and compares the short squeeze in GameStop Corp ($GME) to the historic squeeze of German automaker Volkswagen. For the February edition of “Inside the Hive Mind” by Weston Nakamura and the Real Vision Exchange, click here: https://exchange.realvision.com/post/inside-the-hive-mind-of-the-real-vision-exchange-feb-2021-issue-02-601d8ab41ab3070a37dcf1e3.
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