WHAT BROKE THE 4 YEAR CYCLE? | Raoul Pal ft Julien Bittel | The Everything Code @RaoulPalTJM
WHAT BROKE THE 4 YEAR CYCLE? | Raoul Pal ft Julien Bittel | The Everything Code  @RaoulPalTJM
Uploaded October 2025 | Updated September 2026, 3 weeks ago
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• 🧠 Rethinking the Cycle: The classic 4-year ISM sine wave has broken 🌀 — something fundamental has shifted, and Raoul & Julien are digging deep to understand why. 🔍
• 🏦 Debt Maturity Reset: In 2021–2022, the U.S. extended its debt maturity from ~4 years to 5.4 years due to ultra-low interest rates. This subtle move may have stretched the business cycle into 2026! 📆📉
• 💥 Impact on Markets: A longer business cycle could explain the muted crypto market performance and reshape how we think about asset prices in the coming years. Get ready for macro surprises! 🚀📊

#Macro #ISM #RaoulPal #CryptoMarkets #DebtCycle #InterestRates #JulienBittel #GlobalEconomy #BusinessCycle #FinanceShorts #JourneyMan

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WHAT BROKE THE 4 YEAR CYCLE? | Raoul Pal ft Julien Bittel | The Everything Code

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