Raoul Pal on 2021 Insolvency, USD, Bitcoin & the Death of Macro
In this video, Cambridge House CEO Jay Martin sits down with the CEO and founder of Real Vision, Raoul Pal. They talk about Raoul's insolvency thesis for 2021, bitcoin and cryptocurrencies, the status of US dollar, emerging markets, and the death of macro investing.
1:25 Update on the Unfolding Thesis
5:14 Preparing for Possible Liquidation Event
8:45 98% of Assets In Crypto
10:02 ETH vs BTC
13:40 Emerging Markets Trade Set-Up
15:33 Asset Allocation and Time Horizons
18:48 The Death of Macro
23:00 Emerging Markets and Gold
26:33 Global Debt Jubilee
Filmed on January 8th for the Vancouver Resource Investment Conference #VRIC21.