Raoul Pal

46 Followers

community-curated profile

Founder/CEO - Global Macro Investor and Real Vision Group, Business Cycle Economist, Investment Strategist, Economic Historian, Traveller and Rum Drinker..

Overview Posts Content Recommendations

Raoul Pal @RaoulPal · Apr 6, 2023

From Twitter

Great thread. Thanks! v interesting.

Tweet Apr 6, 2023

On Blockchain Valuations 🧵👇 The crypto industry is only just starting to articulate and understand the value captured by blockchains. The valuation lenses tend to also be fluid.

by Lewis Harland

Recommended by 1 person

1 mention

Raoul Pal @RaoulPal · Mar 31, 2023

From Twitter

Incredible article and sad too

Article Apr 1, 2023

What I read this week...

by Chamath Palihapitiya

Recommended by 1 person

1 mention

Raoul Pal @RaoulPal · Mar 26, 2023

From Twitter

Profoundly interesting interview Sam Altman: OpenAI CEO on GPT-4, ChatGPT, and the Future of AI | Lex Fri... [link] via @YouTube

Podcast episode Mar 25, 2023

Sam Altman: OpenAI CEO on GPT-4, ChatGPT, and the Future of AI | Lex Fridman Podcast #367

by Lex Fridman and Sam Altman

Recommended by 5 people

5 mentions

Raoul Pal @RaoulPal · Mar 26, 2023

From Twitter

Another thoughtful post from Misha.

Tweet Mar 26, 2023

In an AI dominated world, we WILL NOT SURVIVE without blockchain technology & web3. Here's what you need to know:

by Misha

Recommended by 1 person

1 mention

Raoul Pal @RaoulPal · Mar 25, 2023

From Twitter

Great thread!

Tweet Mar 25, 2023

Journey down a rabbit hole with me🐇🕳 Large language models, including those in the GPT family, are best understood not as tools but as language simulators twitter.com/LMSacasas/status/1638705133650427904

by David Mattin

Recommended by 1 person

1 mention

Raoul Pal @RaoulPal · Mar 17, 2023

From Twitter

Great thread by Julien, who works with me as Head of Macro Research at The Global Macro Investor. We think this economic climate is more akin to 1990 than 2008. Back then we had bank runs, a CRE crisis, etc too.

Tweet Mar 17, 2023

Bears really coming out of the woodwork on March Philly Fed data… I think it’s the wrong take. A lot of people are using the 1970s as the period most similar to today… Some are using 2000 or 2008… We’re using 1990. It’s a near perfect fit. Let m

by Julien Bittel, CFA

Recommended by 1 person

1 mention

Raoul Pal @RaoulPal · Mar 17, 2023

From Twitter

This is an INCREDIBLY important read. I agree pretty much with some nuances. @CryptoHayes is a brilliant macro thinker.

Article Mar 16, 2023

Kaiseki

by Arthur Hayes

Recommended by 3 people

3 mentions

Raoul Pal @RaoulPal · Mar 5, 2023

From Twitter

Just watched Moon Age Daydream, the homage to Bowie. Truly magnificent film. So many amazing quotes but this stood out as my philosophy too.. “I wanted to be be really stubborn and give people what I like, not what they like” - David Bowie. Watch it, expand your horizons

Movie Sep 15, 2022

Moonage Daydream