Uploaded May 2026 | Updated September 2026, 3 weeks ago
Raoul Pal and Julien Bittel open their biweekly “Shooting the Shit” episode to all members and subscribers in this special release, which is normally exclusive to Real Vision Alpha members. The two break down the forces driving markets right now, from global liquidity and crypto regulation to AI, compute, energy, and stablecoins, and explain why the old business-cycle framework may be losing power as the exponential age accelerates. Recorded on May 14th
🔥 *Download Raoul Pal's 4-year investing roadmap for free:* rvtv.io/41fVHWF
Timestamps:
0:00 - Introduction: The Exponential Age & Universal Code Thesis
1:40 - Trump, AI & Crypto: The Political Acceleration
4:07 - The US-China Grand Bargain: Trade, Taiwan & Nvidia
6:16 - Are We Mid-Cycle? The Case for a Supercycle
9:09 - Inflation, Compute Demand & Anthropic's Explosive Growth
11:37 - Crypto & Equity Chart Rundown (BTC, ETH, Circle, Tesla, Solar)
21:51 - Dollar, Rates & Copper: What to Watch
24:35 - Global Liquidity vs. Bitcoin: The Dominant Framework
30:02 - Portfolio Performance & Why You Shouldn't Trade Crypto
34:05 - The Buildout Has Only Begun: AI, Robots & the CapEx Supercycle
37:26 - Compute & Energy: The New GDP Formula
39:14 - The Economic Singularity & Why Old Macro Frameworks Are Broken
44:44 - Closing: Adapt Your Framework or Get Left Behind
Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries.
🍌 Get your Banana Zone swag at the Real Vision merch store: shop.realvision.com
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
#raoulpal #crypto #macro #julienbittel #realvision #globalliquidity #ai #crypto #stablecoins #macro #macroeconomics #liquidity #exponentialage #bitcoin #markets #digitalassets #finance #artificialintelligence #futureoffinance
Raoul Pal and Julien Bittel open their biweekly “Shooting the Shit” episode to all members and subscribers in this special release, which is normally exclusive to Real Vision Alpha members. The two break down the forces driving markets right now, from global liquidity and crypto regulation to AI, compute, energy, and stablecoins, and explain why the old business-cycle framework may be losing power as the exponential age accelerates. Recorded on May 14th
🔥 *Download Raoul Pal's 4-year investing roadmap for free:* rvtv.io/41fVHWF
Timestamps:
0:00 - Introduction: The Exponential Age & Universal Code Thesis
1:40 - Trump, AI & Crypto: The Political Acceleration
4:07 - The US-China Grand Bargain: Trade, Taiwan & Nvidia
6:16 - Are We Mid-Cycle? The Case for a Supercycle
9:09 - Inflation, Compute Demand & Anthropic's Explosive Growth
11:37 - Crypto & Equity Chart Rundown (BTC, ETH, Circle, Tesla, Solar)
21:51 - Dollar, Rates & Copper: What to Watch
24:35 - Global Liquidity vs. Bitcoin: The Dominant Framework
30:02 - Portfolio Performance & Why You Shouldn't Trade Crypto
34:05 - The Buildout Has Only Begun: AI, Robots & the CapEx Supercycle
37:26 - Compute & Energy: The New GDP Formula
39:14 - The Economic Singularity & Why Old Macro Frameworks Are Broken
44:44 - Closing: Adapt Your Framework or Get Left Behind
Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries.
🍌 Get your Banana Zone swag at the Real Vision merch store: shop.realvision.com
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
#raoulpal #crypto #macro #julienbittel #realvision #globalliquidity #ai #crypto #stablecoins #macro #macroeconomics #liquidity #exponentialage #bitcoin #markets #digitalassets #finance #artificialintelligence #futureoffinance
