Why Liquidity Matters More Than Anything Else

FromRaoul Pal: Real Vision

Start listening View podcast show

Why Liquidity Matters More Than Anything Else

FromRaoul Pal: Real Vision

ratings:

Length:

50 minutes

Released:

May 9, 2023

Format:

Podcast episode

Description

A bull market in liquidity started in October of 2022, and we know liquidity leads asset markets. Raoul speaks with Michael Howell, CEO of CrossBorder Capital, about why the biggest force in global macro is pointing towards a new bull market in equities.
Learn more about your ad choices. Visit podcastchoices.com/adchoices

Released:

May 9, 2023

Format:

Podcast episode

Titles in the series (100)

Key takeaways from Raoul Pal’s conversations with the greatest investors and thinkers in the world. These unparalleled deep-dive conversations shed light on everything happening in global markets, crypto, NFTs and preview what could be next.

Skip carousel

Hunter Horsley Believes Crypto Will Prevail: Hunter Horsley Believes Crypto Will Prevail by Raoul Pal: Real Vision
33 min listen
Introducing Raoul Pal: Real Vision: Introducing Raoul Pal: Real Vision by Raoul Pal: Real Vision
2 min listen
Pomp and Raoul Break Down the Current State of the Digital Asset Space: Pomp and Raoul Break Down the Current State of the Digital Asset Space by Raoul Pal: Real Vision
38 min listen
Will Ethereum’s Merge Change the DeFi Game (and End the Crypto Bear)?: Will Ethereum’s Merge Change the DeFi Game (and End the Crypto Bear)? by Raoul Pal: Real Vision
28 min listen
Christopher Tyrer Sheds Light on The Institutional Adoption of Crypto: Christopher Tyrer Sheds Light on The Institutional Adoption of Crypto by Raoul Pal: Real Vision
36 min listen
Steve Aoki Recognizes the Power of the Crypto Community: Steve Aoki Recognizes the Power of the Crypto Community by Raoul Pal: Real Vision
34 min listen
Avalanche Is Leading the Future of Crypto: Avalanche Is Leading the Future of Crypto by Raoul Pal: Real Vision
60 min listen
Bill Tai Shares Everything You Need To Know About Reed’s Law and Crypto: Bill Tai Shares Everything You Need To Know About Reed’s Law and Crypto by Raoul Pal: Real Vision
21 min listen
Raoul Joins Cointelegraph to Break Down The Macro Factors Impacting Crypto: Raoul Joins Cointelegraph to Break Down The Macro Factors Impacting Crypto by Raoul Pal: Real Vision
18 min listen
Raoul & Andreas Steno Larsen Talk Recession, Risk Aversion, and Opportunity: Raoul & Andreas Steno Larsen Talk Recession, Risk Aversion, and Opportunity by Raoul Pal: Real Vision
38 min listen
Darius Sit Breaks Down a Key Development in Crypto: Darius Sit Breaks Down a Key Development in Crypto by Raoul Pal: Real Vision
31 min listen
Why Liquidity Matters More Than Anything Else: A bull market in liquidity started in October of 2022, and we know liquidity leads asset markets. by Raoul Pal: Real Vision
50 min listen
Why GameFi Will Be Crypto’s Best Gateway: Why GameFi Will Be Crypto’s Best Gateway by Raoul Pal: Real Vision
55 min listen
Raoul Pal: "Buy Bonds and the “Exponential Age” from The Real Vision Daily Briefing-July 22nd: “It’s a bit tricky to navigate, but the picture for the next six months is super clear,” according to Raoul Pal. by Raoul Pal: Real Vision
45 min listen
Ben Mezrich’s Fascinating New Screenplay: Ben Mezrich’s Fascinating New Screenplay by Raoul Pal: Real Vision
43 min listen
A New Game-Changer in the Metaverse: A New Game-Changer in the Metaverse by Raoul Pal: Real Vision
34 min listen
Raoul Pal's AMA on the Meta V Cafe YouTube Channel: Raoul Pal's AMA on the Meta V Cafe YouTube Channel by Raoul Pal: Real Vision
59 min listen
How the World’s Fastest Blockchain Is Making the Future: How the World’s Fastest Blockchain Is Making the Future by Raoul Pal: Real Vision
59 min listen
NFTs Are Revolutionizing Traditional Media: NFTs Are Revolutionizing Traditional Media by Raoul Pal: Real Vision
40 min listen
Raoul Pal on The Tech on Top Podcast: Raoul Pal on The Tech on Top Podcast by Raoul Pal: Real Vision
29 min listen
Raoul Pal on The Wolf Of All Streets Podcast: Raoul Pal on The Wolf Of All Streets Podcast by Raoul Pal: Real Vision
58 min listen
Ivan Soto-Wright Is Revolutionizing the Crypto Experience: Ivan Soto-Wright Is Revolutionizing the Crypto Experience by Raoul Pal: Real Vision
40 min listen
Legacy Media Is Changing Right in Front of Our Eyes: Legacy Media Is Changing Right in Front of Our Eyes by Raoul Pal: Real Vision
36 min listen
Raoul Joins the Investopedia Express Podcast to Discuss the Current Sell-Off, Recession Risk, and More: Raoul Joins the Investopedia Express Podcast to Discuss the Current Sell-Off, Recession Risk, and More by Raoul Pal: Real Vision
19 min listen
Matthew Ball Explains Why the Metaverse Will Shape Everything: Matthew Ball Explains Why the Metaverse Will Shape Everything by Raoul Pal: Real Vision
43 min listen
Raoul Pal on The Macro Trading Floor Podcast: Raoul Pal on The Macro Trading Floor Podcast by Raoul Pal: Real Vision
37 min listen
The Future of Entertainment Is Borderless: The Future of Entertainment Is Borderless by Raoul Pal: Real Vision
50 min listen
How Dan Morehead Mastered Macro and Crypto: How Dan Morehead Mastered Macro and Crypto by Raoul Pal: Real Vision
41 min listen
Raoul Pal on Yahoo Finance Uncut: YF Uncut: Breaking down AI with Real Vision Group CEO Raoul Pal by Raoul Pal: Real Vision
55 min listen
Jarrod Dicker’s Guide To Investing in Web3 by Raoul Pal: Real Vision
63 min listen

More Episodes from Raoul Pal: Real Vision

Skip carousel

THIS PODCAST IS MOVING!: On The Move: Exciting New Beginnings with Raoul Pal The Journey Man Podcast by Raoul Pal: Real Vision
1 min listen
THIS PODCAST IS MOVING!: On The Move: Exciting New Beginnings with Raoul Pal The Journey Man Podcast by Raoul Pal: Real Vision
1 min listen
THIS PODCAST IS MOVING!: On The Move: Exciting New Beginnings with Raoul Pal The Journey Man Podcast by Raoul Pal: Real Vision
1 min listen
An Inside Look at Starbucks’ Web3 Journey with Adam Brotman: Why one of the biggest brands in the world is embracing Web3... by Raoul Pal: Real Vision
81 min listen
Truflation: CPI & AMA with Raoul Pal: Analyzing Inflation: An In-Depth Conversation with Raoul Pal on the Consumer Price Index by Raoul Pal: Real Vision
59 min listen
InvestAnswers: Decoding Everything With Raoul Pal by Raoul Pal: Real Vision
74 min listen
Why Adidas is All In on Web3: An inside look at the Web3 journey happening at Adidas... by Raoul Pal: Real Vision
81 min listen
Stop Mid-Curving Investing In Crypto ft. Lark Davis: Lark Davis probes Raoul Pal on the pitfalls of mid-curving in crypto investing: a strategic exploration. by Raoul Pal: Real Vision
41 min listen
Raoul Pal: Why Self-Custody is Key to Adoption with Ian Rogers from Ledger: And what Ledger is doing to make it happen by Raoul Pal: Real Vision
65 min listen
Crypto Banter: The Brutal Truth About These Altcoins with Raoul Pal: Check out Raouls convo with Ran Neuner by Raoul Pal: Real Vision
52 min listen
RV Collective Season 2 Drop!: RV Collective is back! More fun and surprises from the NFT community of communities by Raoul Pal: Real Vision
35 min listen
Data as an Emerging Asset Class: The world of super computing is entering a whole new era -- one where data becomes an investable sector. by Raoul Pal: Real Vision
65 min listen
Institutional Adoption Is Here to Stay with Jack Neureuter: Just when is that wall of money coming? by Raoul Pal: Real Vision
50 min listen
Drinks with Raoul Pal -- Ask Me Anything: Join Raoul Pal for a Q&A session and some post-market drinks. by Raoul Pal: Real Vision
31 min listen
Crypto Gathering Finale: Bull run or just more hopium?: Decoding the Crypto Market: Insights and Debates with Raoul Pal, Ash Bennington, and the RV Community. by Raoul Pal: Real Vision
61 min listen
Crypto Gathering Day 1: The Crypto/Macro Setup: Exploring the Intersection of Cryptocurrency & Macro Economics with Raoul Pal by Raoul Pal: Real Vision
60 min listen
AI: Where Macro Meets the Exponential Age w/ Jordi Visser & Raoul Pal: Artificial intelligence is "an accelerator that is beyond comprehension." by Raoul Pal: Real Vision
73 min listen
Forget the FUD: Why Web3 is Bigger Than You Think w/ Keith Grossman & Raoul Pal: Is it "game on" for Web3? Raoul and Keith Grossman discuss. by Raoul Pal: Real Vision
60 min listen
How the Wolf of All Streets Survives Brutal Crypto Cycles w/ Scott Melker: From a world-traveling DJ to a crypto investor, Scott Melker has had a wild ride. by Raoul Pal: Real Vision
62 min listen
Bankless: Why 2023 is Different: The case for why this bear market is different from those that came before... by Raoul Pal: Real Vision
73 min listen
From Compressed NFTs to the Saga Phone, Solana is Ready for Web3 w/ Anatoly Yakovenko: A LOT has happened with Solana since Raoul and Anatoly last spoke... by Raoul Pal: Real Vision
56 min listen
What's Wrong With Existing Blockchain Models? w/ Santiago Velez & Evan Cheng: And what will it take to fix them? by Raoul Pal: Real Vision
52 min listen
Robert Kiyosaki & Raoul Pal: They Replaced Horses, Didn't They?: Rich Dad, Poor Dad's Robert Kiyosaki and Raoul on the inevitable disruptions from AI and how you can prepare. by Raoul Pal: Real Vision
42 min listen
The High-Priestess of Memes and Dickbutts w/ Meltem Demirors: Meltem returns to discuss the powers of memes and why 1D equals 1B... by Raoul Pal: Real Vision
72 min listen
Something, Somewhere, Is Going to Break w/ Jeffrey Snider: From rates to debt to liquidity, systemic risk continues to be priced in -- including in eurodollar futures. by Raoul Pal: Real Vision
62 min listen
The Power of Culture in Web3: The GMoney Story: GMoney breaks down his story from trad-fi trader to Web3 pioneer... by Raoul Pal: Real Vision
63 min listen
The Macro/Crypto Nexus with Dan Tapiero: Join Raoul and Dan Tapiero as they catch-up on everything happening with macro and crypto... by Raoul Pal: Real Vision
70 min listen
How the Wolf of All Streets Survives Brutal Crypto Cycles w/ Scott Melker: From a world-traveling DJ to a crypto investor, Scott Melker has had a wild ride. by Raoul Pal: Real Vision
62 min listen
Crypto Spring Is Here: A 2023 Macro/Crypto Outlook w/ Kevin Kelly: Raoul and Kevin Kelly get out their shovels and pickaxes to dig into everything -- and find that maybe, finally, we've run into crypto spring...? by Raoul Pal: Real Vision
58 min listen
Raoul Pal & Sandy Kaul: A Technological Cambrian Explosion is Upon Us: The fabric of our lives is quickly transforming with the greatest disruptions yet to come. by Raoul Pal: Real Vision
63 min listen

Related podcast episodes

Skip carousel

Raoul Pal & Michael Howell: Why Liquidity Matters More Than Anything Else: A bull market in liquidity started in October of 2022, and we know liquidity leads asset markets. by Real Vision Daily Briefing: Finance & Investing
50 min listen
Liquidity Is Still In Charge, But It's Going To Be A Bumpier Ride From Here | Michael Howell by Thoughtful Money with Adam Taggart
103 min listen
Ep.109 Real Conversations: The Biggest Risks to the Market Narrative with Daniel Lacalle by Hedgeye Podcasts
68 min listen
Is the Real Rates Tsunami Incoming?: As the Fed continues to conduct QT, what does that mean for real rates and growth? by Real Vision Daily Briefing: Finance & Investing
64 min listen
Macro Mayhem: Filtering the Signal from the Noise: The Interview: Raoul Pal and Keith McCullough analyze what divergent indicators in inflation, growth, and volatility mean for bonds, commodities, and equities. by Real Vision Daily Briefing: Finance & Investing
50 min listen
The Market's Big Bet on Low Volatility by Odd Lots
33 min listen
#270 Retailer Deep Dive: The Goods Mart: Rachel Krupa, Founder/CEO, The Goods Mart by Convenience Matters
14 min listen
Cohodes & McGough: Short the Hell Out of $HELE by Hedgeye Podcasts
42 min listen
Ep. 261: This Is How To Tell When A Market Rotation Is Happening: It’s less about a market slump and more about a change in market leadership. by Investing With IBD
61 min listen
Bridgewater’s Ray Dalio, Dr. Scott Gottlieb, & Microsoft’s Biggest Ever Buyback: In an extended interview, founder of Bridgewater Associates Ray Dalio outlines his strategy for diversifying his portfolio, from the stock market to gold and cryptocurrencies. Dalio discusses the global and domestic market risks, warns investors away from cash, and considers a conflicted future for capitalism. At the Skybridge Alternatives Conference in New York, Andrew Ross Sorkin sits down with Ray Dalio and, later, former FDA Commissioner Dr. Scott Gottlieb. Dr. Gottlieb considers a future of low-Covid-risk conferences like SALT, and a timeline for child vaccines. Plus, Microsoft is buying back $60 billion in MSFT stock by Squawk Pod
40 min listen
Episode 32: Archegos Capital, A Greek Tragedy: On March 26, 2021, the financial world awoke to the news that rattled some of Wall Street’s biggest players. by The Great Fail
29 min listen
Daily Briefing - June 11, 2020: Ed Harrison joins Lloyd Khaner, general partner and CIO at Khaner Capital Management, to discuss his macro outlook for the next year and beyond. by Real Vision Daily Briefing: Finance & Investing
33 min listen
Surveillance: Inflation Control with Harker by Bloomberg Surveillance
33 min listen
Mark Cuban: What the Fed-Driven Bubble Means for the Financial Establishment ( w/Raoul Pal ): Mark Cuban joins Raoul Pal to make sense of the changing market structure and the disruption of the financial establishment. by Real Vision Daily Briefing: Finance & Investing
52 min listen
PwC - ULI Emerging Trends in Real Estate 2022: It’s available! The annual PwC - ULI Emerging Trends Report, surveying thousands of commercial real estate participants for their perspectives on the industry. Byron Carlock joins Michael to discuss the most valuable takeaways from the report including ... by America‘s Commercial Real Estate Show
36 min listen
Hedgeye Investing Summit: "The Eurozone’s Coming Debt Crisis" with Daniel Lacalle by Hedgeye Podcasts
46 min listen
Ep 93 Real Conversations: David Greely, Chief Economist, Abaxx Technologies by Hedgeye Podcasts
62 min listen
Crypto, NFTs, and Blockchain ft. Raoul Pal by The Prof G Pod with Scott Galloway
54 min listen
Dr. Leon Alkalai: From Rockets to Real Estate on Mars: Can the exploration of space save humanity? by Raoul Pal: The Journey Man
74 min listen
Stubborn Inflation & Debt Crisis: Warns of Economic 'Death by 1,000 Cuts’ | Peter Boockvar by Wealthion - Be Financially Resilient
34 min listen
Crypto Gathering 2023: Is It Game On? Raoul's Macro Setup: Crypto markets are looking up. But is the bull market really back? And if so, how should you position yourself? Day 1 of our campaign. by Raoul Pal: The Journey Man
47 min listen
Ep. 294: Nigol Koulajian & Donald Wieczorek Interviews with Michael Covel on Trend Following Radio: Michael Covel speaks with Nigol Koulajian and Donald Wieczorek on today’s podcast--two separate interviews back to back. Nigol Koulajian's firm is Quest Partners, LLC and is approaching one billion AUM. Koulajian has a very interesting take on... by Michael Covel's Trend Following
83 min listen
The Insolvency Phase: Why the Market is Mispricing Insolvency Risk( w/ Matt Rowe and Wiethe): Matt Rowe provides a deeper dive into how both credit and equity markets are totally mispricing the insolvency risks looming large post-COVID. by Real Vision Daily Briefing: Finance & Investing
67 min listen
Larry Cermak unpacks The Block Research's 2023 Digital Asset Outlook Report by The Scoop
45 min listen
How a Long-Term Fund Positions Itself: Long crypto? Well, this is the interview for you... by Raoul Pal: The Journey Man
60 min listen
How a Long-Term Fund Positions Itself: Long crypto? Well, this is the interview for you... by Raoul Pal: Real Vision
60 min listen
Hedgeye Investing Summit IX: Marc Cohodes, Veteran Short-Seller by Hedgeye Podcasts
64 min listen
Has the Fed Already Gone Too Far?: According to Michael Howell, "The economic cost of this big liquidity squeeze is world recession." by Real Vision Daily Briefing: Finance & Investing
35 min listen
Michael Howell: Liquidity Is Back by Forward Guidance
82 min listen
015 Product-Market Fit Is A Dangerous Idea: In most industries, product-market fit is an unquestioned gospel, even in Silicon Valley. On the contrary, Christopher believes that product-market fit is a dangerous idea. Why? Because legendary marketers create and design their own category, by Lochhead on Marketing
13 min listen

Discover this podcast and so much more

Why Liquidity Matters More Than Anything Else

Why Liquidity Matters More Than Anything Else

Description

Titles in the series (100)

More Episodes from Raoul Pal: Real Vision

Related podcast episodes