Trade Wars, AI, and Bonds: What Investors Need to Know ft. Alex Gurevich

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Raoul Pal welcomes Alex Gurevich, founder and CIO of HonTe Investments and a long-time friend of RV, to discuss strategies for navigating this shifting macro landscape.

They cover key market cycles, fiscal dominance, and liquidity trends, offering actionable insights on bonds, currencies, and commodities. Then, Raoul and Alex examine AI’s rapid acceleration toward singularity and the looming energy constraints that could shape the future of computation and global growth. Recorded on April 22, 2025.

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