Raoul Pal

106 Followers

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

Overview Posts Content Recommendations

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 by Raoul Pal

Article Apr 1, 2023

What I read this week...

by Chamath Palihapitiya

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1 mention by Raoul Pal

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

1 mention by Raoul Pal

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

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1 mention by Raoul Pal

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 by Raoul Pal

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

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1 mention by Raoul Pal

Article Mar 16, 2023

by Arthur Hayes

Recommended by 3 people

1 mention by Raoul Pal

Movie Sep 15, 2022

Moonage Daydream

by Brett Morgen

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1 mention by Raoul Pal

Tweet Feb 26, 2023

This is an interesting theme that merits a bit of delving, as I shall do now. There are close similarities, several differences, same ending? 1/10 China’s economy is looking at a new wave of Japanification www.ft.com/content/ee9ef5bd-2e7d-4618-8f8f-

by George Magnus

Recommended by 1 person

1 mention by Raoul Pal

Tweet Feb 22, 2023

For Ethereum to hit new all-time highs it may require active addresses to hit a million. Our Metcalfe Law-driven valuation framework helps identify the key variables that can support better forecasting of asset prices. 🧵 twitter.com/Jamie1Coutts/sta

by Jamie Coutts CMT

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1 mention by Raoul Pal

Tweet Feb 15, 2023

Jan US CPI report: Let’s discuss… A short thread 🧵 twitter.com/BittelJulien/status/1625820597979684864/photo/1

by Julien Bittel, CFA

Recommended by 1 person

1 mention by Raoul Pal

Tweet Feb 12, 2023

Let me try to explain what @elonmusk meant for those of you that aren’t software devs. Elon has 128M followers. Everytime he tweets, a service called Fanout is in charge of inserting his tweet into all of his follower’s queue of tweets that show up i

by Javier 🖍️

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