#1295 Raoul Pal on Bitcoin, Ethereum, Solana & Macro Environment

The Pomp Podcast

Anthony Pompliano

Business, Investing

4.8 • 1.9K Ratings

🗓️ 16 January 2024

⏱️ 51 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Raoul Pal is the Co-Founder & CEO of Real Vision. He also writes ‘Global Macro Investor” and he has a brand new asset management firm (EXPAAM), with a mission to deliver leading returns on invested capital and serve as catalysts of crypto adoption. In this conversation, we talk about the bitcoin ETF, who is going to win the Cointucky Derby, Ethereum, Solana, his “Everything Code” thesis, macro environment, and more.

NFT + Real Vision for free – realvision.com/pomp

Twitter @RaoulGMI

GMI – app.globalmacroinvestor.com

Exponential Age Asset Management - EXPAAM (Fund of Hedge Funds) – expaam.com

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Pomp writes a daily letter to over 250,000+ investors about business, technology, and finance. He breaks down complex topics into easy-to-understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/

Transcript

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0:00.0	What's up, everyone? This is Anthony Pompliano. Many of you know me as Pomp. You're listening to the Pomp
0:07.7	podcast, which is my effort to find the most interesting people in the world and sit with them for hours while I ask questions in an effort to learn. So it would mean the world to me if you would subscribe to the show on your favorite audio platform, watch episodes on YouTube,
0:21.1	and tell your friends and family about the podcast. My goal is to help millions learn from the
0:26.5	world's most interesting people. So let's get in to today's episode. Today's conversation is with
0:32.8	Ryle Lupal, co-founder and CEO of Real Vision. He also writes global macro investor, and he has a brand new asset management firm, which
0:41.0	is a fund of funds for crypto hedge funds.
0:43.1	In this conversation, we talk about the Bitcoin ETF, Great Scales, GBTC, who's going
0:48.1	to win the Kentucky Derby, and what exactly is his everything code thesis, why the greatest
0:53.3	meme is number go up,
0:54.9	how exactly you can get through this market cycle and don't fuck this up?
0:59.2	And then we get into all kinds of macro things around interest rates, global liquidity,
1:03.2	where he sees Bitcoin, Ethereum, Solana, NFTs, and much, much more.
1:08.4	I always enjoy talking to Raul, and this conversation is no different.
1:11.9	It is packed with insights and unique thoughts that you won't get anywhere else. Here is my conversation
1:16.9	with Raul Paul. Anthony Pompliano runs Pomp Investments. All views of him and the guests on his
1:24.0	podcast are show with their opinions and do not reflect the opinions of pomp investments.
1:28.6	You should not treat any opinion expressed by pomp
1:31.3	or his guest as a specific inducement
1:33.5	to make a particular investment
1:35.1	or follow a particular strategy,
1:36.7	but only as an expression of his personal opinion.
1:39.6	This podcast is for informational purposes only.
	...

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