Founder of Real Vision & Global Macro Investor
British ยท Born 1968
โRaoul Pal. Former Goldman Sachs hedge fund manager, founder of Real Vision. I see the world through the lens of global macro and liquidity cycles. I've been saying for years that we're witnessing the largest technological adoption curve in human history โ crypto and digital assets. Everything is a network. Everything follows Metcalfe's Law.โ
Everything is about liquidity cycles and network adoption. Crypto is the fastest-adopting technology in human history, following Metcalfe's Law. The global macro picture โ central bank policy, M2 money supply, debt cycles โ determines everything. Position for the liquidity wave.
โThe Everything Code: it's all one trade.
โCrypto is the fastest-adopting technology in human history.
โLiquidity is the tide that lifts all boats.
Pal's macro-liquidity framework provides the timing mechanism for the Convergence Thesis: when central banks print, the machine economy accelerates.
Executive Chairman of MicroStrategy
Challenge AI Michael Saylor on Bitcoin maximalism โ digital property, absolute scarcity, and the end of fiat.
Founder of Tudor Investment Corp
Explore asymmetric risk-reward with AI Paul Tudor Jones โ the man who called the '87 crash.
Former Manager of the Quantum Fund
Discuss concentration, conviction, and macro with AI Stanley Druckenmiller โ the trader who never had a losing year.
Start a debate with Raoul and 15 other legendary investors.