🔥 LEVEL UP with Real Vision Plus rvtv.io/3KPQooB (00:00) Introduction (01:36) Current Market Situation (02:28) Macro Framework Overview (03:37) Yen and Global Stimulus (04:53) China and Global Growth (06:00) Yen Intervention and Market Impact (08:05) Macro Spasms and Historical Context (10:19) Financial Conditions and Business Cycle (11:24) Real Vision Plus and Macro Investing Tool (12:29) Business Cycle Analysis (13:38) Unemployment and Inflation (14:14) Fed Rate Cuts and Market Impact (15:15) Global Liquidity and Market Movements (16:22) Financial Conditions and Economic Recovery (17:32) Global Liquidity and Crypto (18:42) Global M2 and Liquidity Measures (19:52) Macro Summer Signature (20:26) Financial Conditions and S&P 500 (20:58) Emerging Markets and Financial Conditions (21:29) Tech Stocks and Financial Conditions (22:01) PBOC and Liquidity Measures (23:10) Historical Market Corrections (26:12) 2017 Market Cycle (27:16) 2019 Market Corrections (28:24) Expectations for Current Cycle (29:00) ETH and Early Stage Tokens (29:29) Risk Management and Asset Allocation (29:56) Banana Zone Overview (31:04) Investment Strategies and Long-term Gains (32:49) Impact of Jump Trading and Token Unlocks (34:32) Solana Chart Analysis (35:35) Staying Resilient Through Volatility
@@SnakeoilSalesman-gf6fm Give it a rest. He was saying buy Solana when it was down at the lows last cycle which was 7 or 8 pounds. Now it's up at 120 odd pounds. Oh terrible, he's shilled you a coin which has 10x'd and we're in a massive dip 😂😂
The term banana zone took a whole new meaning yesterday. We’ve all been “bananad” nice and deep & without lubricant. Thanks Raoul…hockey sticks & bananas will be forever associated with you now, and not in the most pleasant of ways…ouch…banana incoming 😂
The recent stock market crash, losing about 1.7 trillion in just 24 hours, is a stark reminder of how volatile the market can be. It's a challenging time for many investors, but it's crucial to stay informed and make decisions based on long-term goals. This underscores the importance of having a diversified portfolio and a sound investment strategy, ideally with guidance from a financial adviser to navigate these turbulent times effectively.
The recent stock market crash, losing about 1.7 trillion in just 24 hours, can be attributed to a mix of factors such as market volatility, geopolitical tensions, regulatory changes, unexpected economic data, overvaluation of stocks, and a correction phase after a prolonged bull market.
230 000 traders liquidated over night in crypto $1 Billion gone. Very few are coming back - retail kinda had enough with crypto already after FTX, that's also why we have seen retail not being back this cycle. This was the last nail in cryptos coffin. Maybe BTC can still do well on a 10 year outlook, not sure. Time to pivot to AI before the "kiss of death" - once the Fed cuts, it's truly over within 2 months if history is anything to go on, a cut is mega bearish.
Thanks Raoul, For 30 years Japan has 0% interest on their currency. As a result for 30 years investor borrowed YEN at no cost and invested it globally. They invested in T-Bills abroad and a basket of risk assets including the Nasdaq. For the first time in many year the BOJ increased interest rates this week by 0.25%. This was almost unprecedented. As a result of the increased interest rates and the signal to the market, investors are now concerned that the money they borrowed for free is no longer free and therefore they are unwinding their trades and sending the funds back to Japan.
Was taking a look at the DXY while listening to this video. Just realized that for the entire life of the BTC / crypto sphere, the Dollar Index has been in a secular bull market. What happens to crypto when the US dollar has a sustained secular bear like from 2001 to 2008?
Just landed dublin via london from dallas and Catching up on all the chaos there. It looks like we are definitely in the winter of the 4th Turning Raoul!
Thanks Raoul. Was literally going to message you and say ‘we need a Raoul update!’. Super clear. Very very helpful. You’re the best in the business. 🙏🏽
When Raoul has a t-shirt slogan, its time to sell. Irresponsibly long ETH led to a 60% correction and still nowhere near the highs. Banana zone has seen SOL decimated 50% and has thus far marked the top for overall market cap of crypto.
Wow, I'm so grateful for this incredible content, and specifically for the simple and comprehensible way of explaning these truly significant market events. I've learned so much today. Thank you! 💝
Thanks, Raoul. You've changed my time horizon over the past couple years and it has made a world of difference in my stress level, outlook, and sanity!
🔥 LEVEL UP with Real Vision Plus rvtv.io/3KPQooB
(00:00) Introduction
(01:36) Current Market Situation
(02:28) Macro Framework Overview
(03:37) Yen and Global Stimulus
(04:53) China and Global Growth
(06:00) Yen Intervention and Market Impact
(08:05) Macro Spasms and Historical Context
(10:19) Financial Conditions and Business Cycle
(11:24) Real Vision Plus and Macro Investing Tool
(12:29) Business Cycle Analysis
(13:38) Unemployment and Inflation
(14:14) Fed Rate Cuts and Market Impact
(15:15) Global Liquidity and Market Movements
(16:22) Financial Conditions and Economic Recovery
(17:32) Global Liquidity and Crypto
(18:42) Global M2 and Liquidity Measures
(19:52) Macro Summer Signature
(20:26) Financial Conditions and S&P 500
(20:58) Emerging Markets and Financial Conditions
(21:29) Tech Stocks and Financial Conditions
(22:01) PBOC and Liquidity Measures
(23:10) Historical Market Corrections
(26:12) 2017 Market Cycle
(27:16) 2019 Market Corrections
(28:24) Expectations for Current Cycle
(29:00) ETH and Early Stage Tokens
(29:29) Risk Management and Asset Allocation
(29:56) Banana Zone Overview
(31:04) Investment Strategies and Long-term Gains
(32:49) Impact of Jump Trading and Token Unlocks
(34:32) Solana Chart Analysis
(35:35) Staying Resilient Through Volatility
Stake 1/3 of Sol bag with validator helius at +7%
In 10 years you double your Sol units
We all have been waiting for your update Raoul!
I really appreciate your enthusiasm! It’s supporters like you that motivate me to keep pushing for those updates!
@@RaoulPalTJMdef not Raoul replying. Cringe
Who’s we?
Lol its a response from his channel tho. Takes literally 1 click to double check @rydes107
@@michaelholmes8848well obviously you lol. You're here aren't you?
Thank you for the voice of calm mature wisdom ☺️👌
So nice of you
We appreciate you Raoul 🐐
Thank you so much!
You appreciate his attempt to pump solana to suckers?
The voice of common sense amongst the hyperbolic tirade of noise🙏
A subscribe well earned! 👍🏽
As Warren Buffett has said - “Be fearful when everyone is greedy and greedy when everyone is fearful”
@@SnakeoilSalesman-gf6fm Give it a rest. He was saying buy Solana when it was down at the lows last cycle which was 7 or 8 pounds. Now it's up at 120 odd pounds.
Oh terrible, he's shilled you a coin which has 10x'd and we're in a massive dip 😂😂
You are a like a true public (financial) servant. Thank you, Raoul!
You are very welcome
Lol
bought some more btc and sol this morning... and needless to say, your video is much appreciated. Thank you
Very welcome!
Of course , flash sales 115$. Monday Blue .
"Where is our f*cking banana?!" Legend.
Uno reverse card played
Thank You Raoul! ❤
Any time!
Thanks Raoul. Perfectly timed video.
Perfect!
Wow thanks so much for doing an emergency show!! You are the best!!!! You are so nice to check in with all of us. Thank you so much!!!!
You are such an incredible Pro!! To put this together in such a short period of time is amazing. Thank you.
Wow, thank you!
The term banana zone took a whole new meaning yesterday. We’ve all been “bananad” nice and deep & without lubricant. Thanks Raoul…hockey sticks & bananas will be forever associated with you now, and not in the most pleasant of ways…ouch…banana incoming 😂
Is The big Banana 🍌 with us in the room now ?
The recent stock market crash, losing about 1.7 trillion in just 24 hours, is a stark reminder of how volatile the market can be. It's a challenging time for many investors, but it's crucial to stay informed and make decisions based on long-term goals. This underscores the importance of having a diversified portfolio and a sound investment strategy, ideally with guidance from a financial adviser to navigate these turbulent times effectively.
The recent stock market crash, losing about 1.7 trillion in just 24 hours, can be attributed to a mix of factors such as market volatility, geopolitical tensions, regulatory changes, unexpected economic data, overvaluation of stocks, and a correction phase after a prolonged bull market.
Didn't see it coming so how can u see anything else that's coming.
Yeees, needed some Raoul. Finally, a proper crash!! 🤙
Thanks for watching! Your support means a lot!
@@RaoulPalTJM I'd like to see you get through one interview without attempting to pump your bag of solana.
Fantastic as always, Raoul. Thanks for the update. Bring on that banana zone!
Great video! Excellent described 🙏
Thank you so much! I'm glad you found the video helpful and well-explained.
230 000 traders liquidated over night in crypto $1 Billion gone. Very few are coming back - retail kinda had enough with crypto already after FTX, that's also why we have seen retail not being back this cycle. This was the last nail in cryptos coffin. Maybe BTC can still do well on a 10 year outlook, not sure. Time to pivot to AI before the "kiss of death" - once the Fed cuts, it's truly over within 2 months if history is anything to go on, a cut is mega bearish.
Sommelier-grade hopium
Here for the hopium 😢
for real, im down 60% from highs earlier in the year but ive been looking to hold till 2025 so doesnt really matter but man is it scary.
Thanks Raoul for the timely and reassuring update - I’ll remember to log into Real Vision first next time!🤓👍👌
Thanks Raoul, For 30 years Japan has 0% interest on their currency.
As a result for 30 years investor borrowed YEN at no cost and invested it globally. They invested in T-Bills abroad and a basket of risk assets including the Nasdaq.
For the first time in many year the BOJ increased interest rates this week by 0.25%. This was almost unprecedented.
As a result of the increased interest rates and the signal to the market, investors are now concerned that the money they borrowed for free is no longer free and therefore they are unwinding their trades and sending the funds back to Japan.
yes but then increased unemployment is under pressur ein the US
Invaluable guidance and info. Helpful in the storm. Thanks
Glad it was helpful!
Thanks for the cool, calm, and collected perspective Raoul - Your an absolute legend and we appreciate you so very much!!
very comprehensive. It gives me an excellent frame work.
Thanks Raoul, some calm positioning in a confusing noisy environment
I'm glad you found the calm in the chaos! Raoul really has a knack for that.
Level headed brilliance, thank you Raoul Pal!!
Thank you. I'm holding onto my bags and can put in a little more. Appreciate the macro view - brings me relief to hear it.
New subscriber, great video, great insights thanks for all your views!
Thank you for the great market insights, Raoul! Cheers from Chicago.
Great video with the insights, explanations charts and composure. Much appreciated, thanks raoul.
Glad it was helpful!
My favourite place on the internet ... you've definitely changed my mentality so thank you
Happy to hear that!
Thanks, love your content
Glad to hear it!
Aye aye Captain! HODL boys!!!!
That "boring zone" retracement chart was/is brilliant! Thanks!
Thank you for your insights Raoul. Priceless as always..
Thanks Raoul....We appreciate you helping us all to see the bigger picture
Was taking a look at the DXY while listening to this video. Just realized that for the entire life of the BTC / crypto sphere, the Dollar Index has been in a secular bull market. What happens to crypto when the US dollar has a sustained secular bear like from 2001 to 2008?
Thanks, Raoul, for your great insights to calm me down.
Always a straight sober view and explanation, thank you 🙏🏻
This was outstanding! Great stuff Raoul!
Thanks a ton!
Epic video. Everything you need to know. This stuff should be taught at school. ❤
I hope so!
Thank you Raoul, a much appreciated video ❤
Excellent mentoring Raoul.
Glad this show is out. Timely, indeed, Raoul
Thank you for your support! It’s great to hear that you’re enjoying the show and finding it timely!
As always, thank you for taking the time to give us a sensible view. 🙏
Great video, thanks Raoul!
You da man.
Thanks for the support! It's great to have such awesome viewers like you!
Appreciate you, Raoul Pal,💪🏾💪🏾💪🏾 guiding us through these markets, which is much needed!!!
Thanks for the great analysis! Makes total sense!
Thank you RP to spread your knowledge 👍
Thank you for your clues 🙏🏻. What thing about Hbar if you can share your thoughts about it🙏🏻. Thank you so much
Great show today. Perfect timing. Love the big-picture perspective and humble, but confident presentation. Cheers!
Great video! Very helpful :)
Raoul Pal is the man! He knows the way.
My favourite ‘TH-camr/influencer’
Actually know what you’re talking about, making me fall in love with macro
Just landed dublin via london from dallas and Catching up on all the chaos there.
It looks like we are definitely in the winter of the 4th Turning Raoul!
Thanks Daddy!! Us kids needed a pep talk while we are down in the trenches. Let’s all DFTU and await the illustrious 🍌
Big daddy, worship him hard. 🔥✝️🌭
Thx a lot, Raul. So, let's take a deep breath, stay calm and informed, and keep cool. Thx again and be blessed
My pleasure!
When banana zone 🍌
Thank you Raoul, appreciated. We stick to the plan.
Subscibed Raoul....was a bit panicked but remembered that eventually your calming voice would appear. Thanks man!
There is no chart that shows BTC decorrelates when market indicies crash. So you think there is no crash coming?
Thanks Raoul. Was literally going to message you and say ‘we need a Raoul update!’. Super clear. Very very helpful. You’re the best in the business. 🙏🏽
Thanks for the update
36:30 timing the bottom? Never seems to last long enough for me to buy.
Thank you Raol. Much appreciated.
Always appreciate your insight....great stuff. Where do you see the Euro in the next 12 months...stronger or weaker vs USD
Thank you Raoul..I feel alot better... buy the dip..
You really seems as calm as you look. Great update Raoul. Thanks!
Thank you Raoul for giving us a boost of confidence!
Cheers to that!
Always the beacon of light in the dark Raoul. Thank you for caring!
When Raoul has a t-shirt slogan, its time to sell. Irresponsibly long ETH led to a 60% correction and still nowhere near the highs. Banana zone has seen SOL decimated 50% and has thus far marked the top for overall market cap of crypto.
Thank you so much Raoul for the update. Stay safe, do not panic and DFTU
I'm curious what you will do with normal stocks towards the top of the banana zone?
..and solana?
Wow, I'm so grateful for this incredible content, and specifically for the simple and comprehensible way of explaning these truly significant market events. I've learned so much today. Thank you! 💝
Nice one, let's see if it plays out. I'm not sure but I'll definitely stay in the game with less risk.
you are the calm clear thinking voice we need. Thank you for all you do Raoul. Seriously
Charts
12:12 ISM
13:18 US Unemployment Rate
13:58 Fed Rate Cuts (DXY, US 10Y)
15:48 ISM / GMI Financial Conditions Index (FCI) (Weekly)
16:36 % Countries Rising OECD CLI / FCI (Daily)
17:20 GMI Total Liquidity Index (TLI) (YoY%) / FCI (Weekly)
18:10 TLI
18:43 Bitcoin / TLI
19:10 Global M2 YoY% / FCI (Weekly)
19:38 Bitcoin YoY% / Global M2 YoY%
20:20 SPX, EEM, Nasdaq YoY% / FCI (Weekly)
21:36 PBOC Balance Sheet Assets
just subscribed. thanks for the cheese. the only food group :)
You and the team are amazing RP , thank you as always (but especially so today) 🍌🍌🍌
Thank you so much for your kind words!
Priceless info. Thank you
Thank you!
Really enjoy your outlook on the market!
Glad to hear it!
What a great buy opertunity so late in the cycle. Just grabbed some SOL for 112$ 🙂🚀
Great insights Raoul. Thank you. Can’t wait for the banana zone. Will try to load the bag!
Thank you from 🇰🇷 ❤
Love your perspective! thank you.
Inflation falling fast???? NO inflation??????????? are you freaking serious??????? get out and live like people who work for a living, not financiers
Investment money is dedicated to investing. Short term isn’t in my cards. Longterm is the payoff 💯
Where is my banaanaaaa!!!!!?????
Banana 🍌 has been cancelled!
Banana sideways
Market slipped on the banana and is still in free fall…
Solana big banana
You got it. Its just upside down
The absolute king of this cycle
Thank you, Raoul, for giving us a big picture perspective in the time of panic. Have a great day!
My pleasure!
Raol's channel is gem
You’re a champ Raoul, love your style & concise analysis. Been following your long term plan since Oct 2022 and started investing . Thank you.
Thank you Raul
One of my favorite channels also a member of real vision
Thanks, Raoul. You've changed my time horizon over the past couple years and it has made a world of difference in my stress level, outlook, and sanity!
Fab stuff, no worries!
From banana zone to banana peel.....listening to SPECULATION is the new drug.Pual does not have a crystal ball
It's probabilities from a macro guy using history, not heads or tails. What do you base your investments off?
@@ecobob101 discernment
“Where’s my bananas” 😂