Julia La Roche and Raoul Pal: Get Ready For 'Macro Summer'

Raoul joins Julia La Roche to share his macro outlook, views on cryptocurrency and AI, and Exponential Age thesis. In this episode, Pal makes a case that we're currently at the bottom of the business cycle and are headed for what he coined "macro summer" next year. According to Pal, a macro summer is the "holy grail for macro investing," characterized by falling rates, falling inflation, and growth picking up. Pal noted that tech stocks and crypto priced in a recession last year and are forward-looking, indicating a more positive outlook for the economy. At the same time, the Russell 2000 and oil are more reflective of the present day and a slow economy. Subscribe to Julia's Show on YouTube here: www.youtube.com/@TheJuliaLaRocheShow Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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The world is changing faster than ever before. This comes with life-changing opportunities but also unprecedented challenges. In The Journeyman, I talk to the greatest minds at the nexus of macro, crypto, and technology to figure out exactly what the Exponential Age means for us all. I uncover the big trends, potential investment opportunities, and economic risks and rewards, and ask the big questions on how this impacts us, our businesses, and our societies. Brought to you by Real Vision.