178 - Is Crypto's Bear Market Almost Over? with Raoul Pal
In today’s episode, we cover:
1) The aftermath of the 2022 meltdown.
2) How to invest in the face of the current liquidity and external Indicators.
3) Why Raoul thinks we’re headed toward deflation, not inflation.
4) What AI will bring to the table, and how it intersects with crypto.
5) Why the crypto winter is probably over.
TIMESTAMPS
0:00 Intro
4:43 The 2022 Meltdown
19:37 The Aftermath
24:49 Liquidity Indicators
32:14 External Indicators
35:17 Raoul’s Deflation Thesis
45:24 The State of AI
51:14 How Crypto & AI Intersect
55:38 The Implications of AI
1:03:09 Crypto’s Inflection Moment
1:06:38 Investing in the Current Climate
1:13:55 Raoul’s Portfolio
1:15:35 Crypto’s North Star
1:23:44 The Everything Code
1:30:22 Closing & Disclaimers
RESOURCES
Raoul Pal
https://twitter.com/RaoulGMI
Real Vision
https://www.realvision.com/
Real Vision Newsletter
https://www.realvision.com/dailybriefing
The Everything Code
https://www.realvision.com/issues/the-everything-code-part-1-the-renaissance