Raoul Pal: Bitcoin, Emerging Markets, and the Death of Macro Investing

Raoul Pal: Bitcoin, Emerging Markets, and the Death of Macro Investing

Jay is joined by founder/CEO of The Global Macro Investor and co-founder and CEO of Real Vision, Raoul Pal. Raoul is also the former Head of European Hedge Fund Sales at Goldman Sachs, and former Portfolio Manager, GLG Global Macro Fund. Raoul is one of the brightest minds in micro finance, and this conversation was a real treat. He provides an update on his unfolding thesis, which he says changed because the FED backstopped the credit markets. The two also discuss his portfolio, (at the time 98% of his liquid assets were invested into crypto currencies), asset allocation strategy, time horizons, and more. They get into the death of macro, emerging markets trade and gold, and the global debt jubilee; a speculative concept of which there is no way to predict its likelihood to occur. This episode was recorded on January 8th 2021 for the Vancouver Resource Investment Conference #VRIC21. To get more from Raoul, follow him on Twitter @RaoulGMI. Join our investment community and sign up for our free weekly newsletter at cambridgehouse.com. Keep up with Jay all over social media @jaymartinbc. Be sure to leave a review, rate us 5 stars, and follow the podcast to be notified of new episodes each week.

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Avsnitt(297)

The Truth About Why Countries Are Pulling Their Gold From America

The Truth About Why Countries Are Pulling Their Gold From America

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31 Aug 22min

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27 Aug 24min

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26 Aug 25min

America's Closest Allies Are Building a Future Without It

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Last week the White House imposed 50% tariffs on most Canadian goods, invoking a 1930 law no president had ever used, and the Toronto Stock Exchange promptly had its best day in a month — and Jay argu...

26 Aug 25min

July 24th: The Day China Reveals Gold’s Real Price

July 24th: The Day China Reveals Gold’s Real Price

China is shutting down paper gold. On July 24, 2026, some of the largest banks on Earth — ICBC, the Postal Savings Bank, Ping An — stop letting their everyday customers trade it, all in the same narro...

25 Aug 18min

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25 Aug 22min

The Dollar’s Replacement Won’t Be China

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24 Aug 18min

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