46 min listen
Julia La Roche and Raoul Pal: Get Ready For 'Macro Summer'
Julia La Roche and Raoul Pal: Get Ready For 'Macro Summer'
ratings:
Length:
61 minutes
Released:
Nov 25, 2023
Format:
Podcast episode
Description
Raoul joins Julia La Roche to share his macro outlook, views on cryptocurrency and AI, and Exponential Age thesis.
In this episode, Pal makes a case that we're currently at the bottom of the business cycle and are headed for what he coined "macro summer" next year. According to Pal, a macro summer is the "holy grail for macro investing," characterized by falling rates, falling inflation, and growth picking up. Pal noted that tech stocks and crypto priced in a recession last year and are forward-looking, indicating a more positive outlook for the economy. At the same time, the Russell 2000 and oil are more reflective of the present day and a slow economy.
Subscribe to Julia's Show on YouTube here: www.youtube.com/@TheJuliaLaRocheShow
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In this episode, Pal makes a case that we're currently at the bottom of the business cycle and are headed for what he coined "macro summer" next year. According to Pal, a macro summer is the "holy grail for macro investing," characterized by falling rates, falling inflation, and growth picking up. Pal noted that tech stocks and crypto priced in a recession last year and are forward-looking, indicating a more positive outlook for the economy. At the same time, the Russell 2000 and oil are more reflective of the present day and a slow economy.
Subscribe to Julia's Show on YouTube here: www.youtube.com/@TheJuliaLaRocheShow
Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries.
Learn more about your ad choices. Visit podcastchoices.com/adchoices
Released:
Nov 25, 2023
Format:
Podcast episode
Titles in the series (100)
Tokenizing the World with BitPanda: Eric Demuth discusses the creation of BitPanda, Bitcoin's role as a digital asset, and interoperability within blockchain ecosystems. by Raoul Pal: The Journey Man