Uploaded July 2026 | Updated September 2026, 2 weeks ago
Bijan Maleki is joined by Raoul Pal and Jamie Coutts for the debut of Portfolio Review, a new Real Vision show where our experts break down member portfolios and share how they think about positioning, risk, and opportunity in today’s market. Each month, they’ll review selected portfolios from the community, offering practical feedback and bigger-picture context across macro, crypto, and technology.
🔥 Real Vision's Biggest Sale Ever, Don't Miss the Generational Setup: realvision.com/pricing
Chapters:
00:00 — Portfolio Review Begins
02:39 — Portfolio #1: AI, Bitcoin & Altcoins
05:49 — Why Every Portfolio Should Consider Ethereum
10:22 — Jamie's Cash Strategy Explained
13:00 — Portfolio #2: The Compounding Machine
19:12 — Nasdaq vs S&P 500 Debate
21:37 — The Next AI Investment Opportunity
25:02 — MicroStrategy vs Bitcoin
29:11 — Portfolio #3: A Macro Investor's Approach
35:25 — Are Semiconductor Stocks Overextended?
40:55 — Hyperliquid: Buy, Hold or Sell?
43:19 — Biggest Lessons From Reviewing Real Portfolios
Connect with me:
Twitter (X): twitter.com/RaoulGMI
Instagram: instagram.com/raoulgmi
LinkedIn: linkedin.com/in/raoul-pal-real-vision
My other work:
Real Vision: rvtv.io/3LHYIaH
Global Macro Investor: globalmacroinvestor.com
The Exponentiliast https://realvision/thefuture
EXPAAM: expaam.com
Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries.
Disclaimer: media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
#raoulpal #jamiecoutts #bijanmaleki #portfolioreview #investing #markets #crypto #macro #realvision #assetallocation #portfolio #finance #stocks #wealthbuilding #investor
Bijan Maleki is joined by Raoul Pal and Jamie Coutts for the debut of Portfolio Review, a new Real Vision show where our experts break down member portfolios and share how they think about positioning, risk, and opportunity in today’s market. Each month, they’ll review selected portfolios from the community, offering practical feedback and bigger-picture context across macro, crypto, and technology.
🔥 Real Vision's Biggest Sale Ever, Don't Miss the Generational Setup: realvision.com/pricing
Chapters:
00:00 — Portfolio Review Begins
02:39 — Portfolio #1: AI, Bitcoin & Altcoins
05:49 — Why Every Portfolio Should Consider Ethereum
10:22 — Jamie's Cash Strategy Explained
13:00 — Portfolio #2: The Compounding Machine
19:12 — Nasdaq vs S&P 500 Debate
21:37 — The Next AI Investment Opportunity
25:02 — MicroStrategy vs Bitcoin
29:11 — Portfolio #3: A Macro Investor's Approach
35:25 — Are Semiconductor Stocks Overextended?
40:55 — Hyperliquid: Buy, Hold or Sell?
43:19 — Biggest Lessons From Reviewing Real Portfolios
Connect with me:
Twitter (X): twitter.com/RaoulGMI
Instagram: instagram.com/raoulgmi
LinkedIn: linkedin.com/in/raoul-pal-real-vision
My other work:
Real Vision: rvtv.io/3LHYIaH
Global Macro Investor: globalmacroinvestor.com
The Exponentiliast https://realvision/thefuture
EXPAAM: expaam.com
Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries.
Disclaimer: media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
#raoulpal #jamiecoutts #bijanmaleki #portfolioreview #investing #markets #crypto #macro #realvision #assetallocation #portfolio #finance #stocks #wealthbuilding #investor
