“This Is MACRO SUMMER & Everything’s About to Get ABSOLUTELY INSANE” – Raoul Pal #Finance

the US bond market can’t completely fall apart why because you can print money and buy it so that doesn’t happen the currency could weaken but the rest of the world is even worse so I’m not sure where this Inflation this mystical magical longterm

structural the 70s are coming back when you’ve got an aging population um you’ve got low productivity and you’ve got an accelerated technological Revolution including AI plus High Debts it’s almost impossible to generate sustained Inflation

which is why China can’t generate it Japan can’t generate it Europe can’t generate it and the US can’t generate it either since the US Federal Reserve delivered its first rate cut in over four years during the September fomc meeting there have been talks that the 50 basis

point rate cut is a sign of panic from the Central Bank experts have noted that the Federal Reserve has initiated a rate cutting cycle with a 50 basis point cut only three times in recent history during the crisis in 2001 the great financial crisis in 2007 and the covid-19 pandemic in 2020 each of

these situations was followed by severe economic downturns leading many to believe that the fed’s decision to start with such a significant cut despite assurances that the economy is stable signals looming trouble for the US economy billionaire investor chamath ppaa and venture

Capitalist David sax share this concern they argue that the unexpected 50 basis point cut rather than the anticipated 25 basis points indicates that the FED is bracing for serious challenges ahead both warn that Jerome Powell and other fomc officials may already be in panic mode

though they are attempting to project calm to prevent widespread economic chaos shath and saxs predict that the FED will likely announce additional rate Cuts before the year ends and could begin a full-scale money printing cycle as Panic intensifies in the coming year real Vision CEO Raul pal

believes otherwise he is certain that fears of a recession are unfounded as central banks especially the US Federal Reserve will not allow their economies to get too hot they have the sole tool to stop that from happening the excessive money printing tool they’ve been unleashing on their

respective economies since the great financial crisis pal Shares his overly bullish and optimistic thesis about the US economy and the global financial Markets in a recent

interview with the Julia L Ro show as we bring you clips from the interview please take a little time to like this CashNews.co subscribe to the channel and turn on post notifications for more CashNews.cos like this thanks for watching and enjoy the CashNews.co generally speaking as I said

href="https://cashnews.co/crypto" style="font-weight: bold; color: #1a73e8; text-decoration: none;">Crypto Markets tend to go bananas so that is you know we’re talking currently the

the total market cap of Crypto is about $2 trillion by the end of this cycle it’ll be at 10 to 15 trillion I mean that’s La La Land returns I mean but that’s

href="https://cashnews.co/crypto" style="font-weight: bold; color: #1a73e8; text-decoration: none;">Crypto Crypto gives that kind of opportunity uh the nasdaq’s been following this

perfectly so it just keeps going whether we get another 20% 50% upside in the NASDAQ or it could be more we don’t know you can’t really tell but the point being is the gains are huge we’ll also see Commodities picking up we’ll also see you know we’ve seen presses

Met’s picking up we’ll see all parts of the economy and the stocks picking up as the economy is growing Inflation’s not yet a problem and um the central banks are cutting rates and adding Liquidity to

style="font-weight: bold; color: #1a73e8; text-decoration: none;">Finance their Debts that’s Utopia that’s what Crypto macro summer and macro fall

it’s basically Market Utopia people there’s a large group of people who want their Justice they want the system to fall apart to say I told you so you’re printing money you’re creating Inflation you’re doing this it’s all unsustainable and they

don’t want to see that what’s actually happening this 8% debasement is basically all of us being charged 8% for a put option on the system which is actually maybe not that bad but they don’t want to see it and then a lot of people who aren’t invested in technology

can’t stand the fact that it outperforms versus what was deemed to be the right way to invest which was the the um value investor the cyclical commodity deep value that thing and that’s not been working for 30 years but yet they want it to come back so they get more Angry as

href="https://cashnews.co/markets" style="font-weight: bold; color: #1a73e8; text-decoration: none;">Markets go and then they start drawing patterns about how it’s going to crash well none;">Markets A unlikely to crash unless it’s further out the risk curve but Markets don’t crash when the business Cycle’s picking up they crash when business cycle is

slowing down and let’s say the ism crosses 50 it never happens at this point of the cycle so really there’s no real rational argument and the FED are cutting rates now they’re pushing Liquidity into the system the Market’s buoyant and the ism is going to

start picking up all the forward-looking indicators are so it’s really difficult to argue that there’s a bubble and it’s going to pop and when we get to the bubble argument something else they miss is they look at Price earnings and they say see price earnings keep going up

they’re it’s getting wildly expensive but price and earnings if you remember the story of your earnings and house prices house prices are always going up more than your earnings well what is price earnings it’s the share price which is driven by debasement and corporate earnings

which are driven by GDP growth so over time as we add Liquidity into the system the everything code suggests that price earning earnings will keep going higher because of this Dynamic but people don’t understand it so they look to a world of the past now this has actually all

been done before this is not a brand new thing after World War II this is what they did they used Yi curve control as a way of stimulating the economy and they they essentially grew their way out of it by refinancing the Debts and we had exactly the same fouryear cycle back from

about 1948 to about 19 1968 so we had 20 years of it back then pal is certain of more cowbell as he describes the fed’s quantitative easing and money printing Cycles starting in about 10 weeks a recent post he made on social media platform X reads I love the smell of more cowbell in the

morning the everything code is in full play and this is around the third inning remember Markets lag Global Liquidity by 10 weeks the new China stimulus doesn’t even

appear on the chart yet so this was prior to today’s announcement pal is also certain about the disruptive powers of artificial intelligence and how completely disruptive Technologies like AI Robotics and energy storage will change the world in the coming years according to the real Vision

CEO the coming technological Revolution is the solution to the world’s massive Debt problem pal believes all central banks have to do is to keep printing until robots and artificial intelligence can help solve The World’s productivity problem s this is why pal is so

overly bullish and optimistic about the global Markets especially Cryptocurrencies

here are more clips from the CashNews.co the evolution was macro made all of the returns in very short periods of time in catastrophic Markets you know a market like covid was a was great for

me because I I know that Playbook right you make a lot of returns very fast but macro is becoming very difficult there was a few macro opportunities that came since 2012 but not many after the European Debt crisis what did we have we had a collapse in the price of oil in 201 16 15

uh we had a decent rise in the dollar in the middle and that was about it but equities outperformed everything and all the macro guys missed that Trend and this was my work that I did over covid when I started to think about debasement of currency and then might and then start to think about the

exponential age of technology and where this is going and you reach the moment it’s like oh my God this is all one thing you know we have Rising Markets that’s creating more

Capital that’s flowing into technology that’s driving technology we’ve got the fastest pace of technological change in all human history and the central bank has taken out the big risk to the downside so suddenly the data tells you to become an optimist it tells

you that we’re in secular Trends particularly in Tech and Crypto so even though they’re volatile every low is higher than the last and when you look back they’ve outperformed

everything even though you’ve had that volatility and you’re like why was I so stupid you know really I could have just bought NASDAQ when I started my career and I’d have done much better but the narrative is so alluring around the the macro collaps and the fear keeps so many

people out of Markets and there’s a whole bunch of people on X who’ve made a whole living out of the fear of collapse and I know you’ve been caught up in that in the past

and that fear of collapse stops you investing it stops you buying a house and look what happened your future self did not thank you your past self because you missed it all and I’ve done that you know I didn’t own equities at all and when I look back you’re like stupid but I

didn’t really understand I didn’t really understand what I know today and now we’ve got all of these forces working together this hyper acceleration of Technology Global Central Bank Liquidity that’s forcing stuff up over time um and then the fact that they

taken away the largest side of the risk of Markets and the Inflation bogeyman is just a bogeyman he just exists in the dark places of your mind because it’s very

difficult to generate Inflation in this world they will tell you that well now the latest story is well obviously you know every year there’s a different story why energy is going to go to $200 a barrel why it’s all going to come to and why

Inflation’s coming back every year is a different narrative now it’s like well it’s the AI data centers we’re going to run out of electricity it’s going to be infinite demand for power and oh my God this is the most Inflationary thing

they’ll be wrong again as they’ve been every single time rul pal has been talking about an impending macro summer all year long pal and other prominent Crypto investors and

enthusiasts had very high expectations for Bitcoin and other Cryptocurrencies at the beginning of the year especially with this being a having year and the approval of several spot Bitcoin

href="https://cashnews.co/etfs" style="font-weight: bold; color: #1a73e8; text-decoration: none;">ETFs by the US Securities and Exchange Commission though the price action has not been at par with expectations so far they believe the time is near and

href="https://cashnews.co/crypto" style="font-weight: bold; color: #1a73e8; text-decoration: none;">Crypto asset prices will soon take off sharply however they stress the importance of being patient and holding on for dear life until the inevitable but often short-lived moment begins as

independent Bitcoin analyst Plan B recently stated in a social media post only 27 months in the last 13 years generated all Bitcoin gain please share your thoughts on rul Pal’s interview in the comments section below also ensure you like this CashNews.co subscribe to the channel and turn on

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