Uploaded June 2026 | Updated September 2026, 3 weeks ago
Raoul Pal, welcomes back Jordi Visser to break down how AI is creating a massive supercycle, driven by compute, energy, agents, data centers, and an explosion in intelligence. Raoul and Jordi also explore how crypto, tokenization, personal AI “vaults,” and the invisible data economy could unlock new markets, new productivity, and major investment rotations beyond just Nvidia and the current AI leaders. Recorded June 4, 2026.
Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries.
🔥 *Download Raoul Pal's 4-year investing roadmap for free:* rvtv.io/41fVHWF
Chapters:
0:00 - Why AI Businesses Have Never Looked Like This
0:50 - Macro, Crypto, and Technology Are Converging
1:53 - The End of the Old Business Cycle?
4:13 - AI, Compute, and the Exponential Curve
5:13 - The Biggest CapEx Cycle Ever?
8:06 - Bottlenecks, Chips, and Power Constraints
9:46 - The Rotation Beyond Nvidia
12:30 - Copper, Batteries, and Solving Bottlenecks
16:17 - Billions of New Economic Actors
18:05 - Building Personal AI Infrastructure
29:01 - The Invisible Economy and Tokenized Data
31:14 - Why Crypto Could Be the Third Wave
33:49 - AI IPOs and the Coming Digestive Phase
36:43 - Why Crypto Has Been Stuck
1:05:39 - Why Crypto Could Be the Next Catch-Up Trade
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 Exponentialist: realvision.com/thefuture
EXPAAM: expaam.com
Connect with Real Vision™:
Twitter: rvtv.io/twitter
Instagram: rvtv.io/instagram
Get a FREE membership: rvtv.io/3Y4t5Pw
Disclaimer: media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
#ai #raoulpal #crypto #aiagents #aivideo #aieconomy #economy #exponentialage #spacex #macro #macroeconomics #cryptocurrency #cryptonews #blockchain #web3 #nft #btc #ethereum #bitcoin #cryptoinsights #macroinsights #realvision #solana #sui #jordivisser
Raoul Pal, welcomes back Jordi Visser to break down how AI is creating a massive supercycle, driven by compute, energy, agents, data centers, and an explosion in intelligence. Raoul and Jordi also explore how crypto, tokenization, personal AI “vaults,” and the invisible data economy could unlock new markets, new productivity, and major investment rotations beyond just Nvidia and the current AI leaders. Recorded June 4, 2026.
Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries.
🔥 *Download Raoul Pal's 4-year investing roadmap for free:* rvtv.io/41fVHWF
Chapters:
0:00 - Why AI Businesses Have Never Looked Like This
0:50 - Macro, Crypto, and Technology Are Converging
1:53 - The End of the Old Business Cycle?
4:13 - AI, Compute, and the Exponential Curve
5:13 - The Biggest CapEx Cycle Ever?
8:06 - Bottlenecks, Chips, and Power Constraints
9:46 - The Rotation Beyond Nvidia
12:30 - Copper, Batteries, and Solving Bottlenecks
16:17 - Billions of New Economic Actors
18:05 - Building Personal AI Infrastructure
29:01 - The Invisible Economy and Tokenized Data
31:14 - Why Crypto Could Be the Third Wave
33:49 - AI IPOs and the Coming Digestive Phase
36:43 - Why Crypto Has Been Stuck
1:05:39 - Why Crypto Could Be the Next Catch-Up Trade
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 Exponentialist: realvision.com/thefuture
EXPAAM: expaam.com
Connect with Real Vision™:
Twitter: rvtv.io/twitter
Instagram: rvtv.io/instagram
Get a FREE membership: rvtv.io/3Y4t5Pw
Disclaimer: media.realvision.com/wp/20231004185303/Disclaimer-1.pdf
#ai #raoulpal #crypto #aiagents #aivideo #aieconomy #economy #exponentialage #spacex #macro #macroeconomics #cryptocurrency #cryptonews #blockchain #web3 #nft #btc #ethereum #bitcoin #cryptoinsights #macroinsights #realvision #solana #sui #jordivisser
