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Real Vision Podcast Network

Raoul Pal: The Journey Man

Get those bud lights ready and those Doritos bags open, because it's time for another episode of Drink with Raoul. Raoul Pal cuts through the chaos with an urgent update on what’s really driving the market selloff. He’ll walk you through the broader macro picture, where we are in the business cycle, and what the extended cycle theory tells us about what’s next. This is about zooming out, understanding the structure beneath the surface, and staying focused while others lose their heads. Expect alpha, clarity, and yes... some snobby snacks and wine talk to take the edge off. If you need perspective, you’ll find it here.

Today's episode is brought to you by TOKEN2049. TOKEN2049 Singapore, the world's largest crypto event, returns to Marina Bay Sands on 7–8 October. 25,000 attendees, 500 exhibitors, 300 speakers and 1,000 side events take over the city during TOKEN2049 Week. On stage: Raoul Pal (Real Vision), Jeff Yan (Hyperliquid) and Shayne Coplan (Polymarket). The Real Vision community gets 10% off tickets, claim yours.

https://checkout.token2049.com/events/asia?promo=realvision10&utm_source=newsletter&utm_medium=email&utm_campaign=realvision&utm_id=realvision

🔥 *Download Raoul Pal's 4-year investing roadmap for free:* https://rvtv.io/41fVHWF

Timestamps:
00:00 - Drinks With Raoul: Napa Valley Edition
02:18 - The Everything Code Is Coming
15:14 - Meet Raoul Pal AI
18:02 - What Happened to the Banana Zone?
21:09 - The Everything Code Framework
24:51 - Demographics, Debt, and the Liquidity Machine
28:09 - Why AI Could Trigger a Productivity Boom
31:39 - Financial Conditions and the 2027 Business Cycle
33:40 - Why Raoul Expects the Dollar and Rates to Fall
36:44 - Excess Liquidity: The Key Signal for Bitcoin
39:26 - Why Bitcoin Could Be Ready to Catch Up
42:00 - Bitcoin, Ethereum, Solana, and Zcash
46:32 - Raoul’s Sui Thesis
48:30 - Tesla, Circle, SpaceX, and Robinhood
51:26 - The Yen, Dollar, Bonds, and Gold
57:16 - Why Raoul Thinks the Crypto Cycle Isn’t Over
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Crypto, Stocks, and Liquidity: The Truth They Won't Tell You | Drinks With Raoul Pal - September 3, 2026

Raoul and Andreas Steno break down how Treasury policy, a weaker dollar, and improving liquidity could extend the business cycle and support risk assets like Bitcoin into 2027. They also explore why the AI and CapEx boom may still be in its early stages, with productivity gains and surging demand for compute reshaping the economy. Recorded August 25, 2026.

TOKEN2049 Singapore, the world's largest crypto event, returns to Marina Bay Sands on 7–8 October. 25,000 attendees, 500 exhibitors, 300 speakers and 1,000 side events take over the city during TOKEN2049 Week. 
On stage: Raoul Pal (Real Vision), Jeff Yan (Hyperliquid) and Shayne Coplan (Polymarket). The Real Vision community gets 10% off tickets; claim yours. -- https://checkout.token2049.com/events/asia?promo=realvision10&utm_source=newsletter&utm_medium=email&utm_campaign=realvision&utm_id=realvision

🔥 *Download Raoul Pal's 4-year investing roadmap for free:* https://rvtv.io/41fVHWF

Timestamps:
00:00 - Why Bessent’s Treasury Strategy Could Change Everything
03:17 - Scott Bessent’s Plan to Reshape the Treasury Market
04:26 - How Hedge Funds Became the Biggest Buyers of U.S. Treasuries
07:36 - Why the Repo Market Is Too Big to Fail
10:46 - Treasury Buybacks, Bank Liquidity, and the U.S. Debt Problem
13:27 - The Yield Curve Strategy That Could Extend the Bull Market
16:08 - Why Bessent Wants a Weaker U.S. Dollar
17:43 - Bitcoin, Gold, and the Short Dollar Trade
20:27 - Why Liquidity Is Rotating Back Into Bitcoin and Risk Assets
23:16 - Strait of Hormuz, Oil, and the Inflation Outlook
27:39 - AI, Robotics, and the Productivity Boom
34:09 - Is AI Growth Missing From GDP Data?
37:22 - Why the Business Cycle Could Run Into 2027
38:54 - The AI CapEx Boom Is Far From Over
41:16 - OpenAI vs Anthropic: The Race for AI Compute
45:18 - Why Markets Could Rally Into 2027

#raoulpal #andreassteno #macro #bessent #bitcoin #crypto #liquidity #bullmarket #businesscycle #ai #capex #productivity #markets #investing #realvision #thejourneyman
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Scott Bessent Could Change Everything w/ Andreas Steno

🔥 *Download Raoul Pal's 4-year investing roadmap for free:* https://rvtv.io/41fVHWF

Could investing in humanoids be like finding Bitcoin in 2014? Andrew Kang, co-founder and CEO of RoboStrategy, sits down with Raoul on the latest "Journey Man" to talk about what he sees as a multi-trillion-dollar opportunity he sees in a world filled with robots capable of smarter, stronger, and cheaper labor than humans.
Recorded on August 17, 2026.

Timestamps:
00:00 Humanoid Robots: The Next Trillion-Dollar Opportunity
01:53 Andrew Kang’s Journey From Crypto to Robotics
03:20 Why Figure AI Could Be the Next Breakout Company
07:12 How Big Is the Humanoid Robot Market?
10:38 Why Humanoid Robots Could Be Worth Trillions
13:35 Robots, Labor Shortages, and the Demographic Crisis
15:57 What Happened to Boston Dynamics?
17:26 U.S. vs China: The Global Robotics Race
20:04 The Biggest Bottlenecks Facing Humanoid Robots
23:01 How AI Is Accelerating the Robotics Revolution
25:03 Are Robots Becoming a New Species?
26:15 Will Robots Replace Jobs and Force Universal Basic Income?
31:38 Elon Musk’s Huge Advantage: Tesla, Optimus & Starlink
33:39 How Andrew Kang Is Investing in the Robotics Boom
39:06 How to Value Private Robotics Investments
47:24 Building a Long-Term Robotics Investment Strategy
49:39 How to Pick the Winners in Humanoid Robotics
54:36 Raoul Pal’s Take on the Robot Revolution
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Are You Ready for Robots Smarter Than You…Everywhere? with Andrew Kang

Raoul Pal welcomes Blue Macellari, head of digital assets at T. Rowe Price, to explore why crypto has struggled despite improving fundamentals, and how AI, stablecoins, tokenization, and institutional adoption could reshape the financial system. They also discuss the risks around AI, crypto infrastructure, and what needs to change for on-chain finance to reach mainstream adoption. Recorded August 10, 2026.

Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for. Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss.

Timestamps:
00:00 - Why Institutional Crypto Adoption Is Accelerating
02:20 - Blue Macellari’s Journey From Wall Street to Crypto
05:09 - Building a Crypto Fund Through Market Neutral Trading
07:07 - Building T. Rowe Price’s Digital Assets Business
11:35 - What Traditional Finance Learned From the Crypto Crisis
14:35 - Why Crypto Markets Have Struggled Despite Better Fundamentals
18:10 - AI vs Crypto: Where Is the Capital Going?
21:05 - Tokenization, Stablecoins, and the Future of On-Chain Finance
23:36 - Crypto’s Biggest Barrier to Mainstream Adoption
27:26 - Why Blockchain Identity Matters in the Age of AI
30:16 - The Risks of AI, AGI, and the Intelligence Explosion
39:51 - Where Blue Sees Opportunity in Crypto Now
43:15 - Hyperliquid, Perps, and TradFi’s Growing Interest in Crypto
46:40 - How Tokenization Could Transform Asset Management
49:32 - The Hidden Risks of Tokenizing Illiquid Assets
54:07 - Why Institutions Are Finally Embracing Tokenization
56:05 - Stablecoins and the Future of Global Payments
01:01:22 - Will Liquidity Finally Return to Crypto?

🔥 *Download Raoul Pal's 4-year investing roadmap for free:* https://rvtv.io/41fVHWF
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Why The Next Phase of Crypto Is Bigger Than You Think w/ Blue Macellari

Raoul Pal and GMI Head of Macro Research Julien Bittel are back with another unlocked episode of Shooting the Shit. In this conversation, Raoul and Julien break down where we are in the business cycle, why the yield curve may be the key macro signal to watch, and how liquidity, the dollar, gold, oil, and crypto are shaping the path forward. They also discuss why markets feel stuck in a choppy accumulation phase, what their indicators are suggesting about the second half of the year, and where they’re starting to spot new opportunities across crypto, technology, AI, space, and emerging markets. Recorded on July 27, 2026

Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for. Get started with Plus500 for as little as $100 at ⁠https://us.plus500.com⁠. Trading in futures involves the risk of loss.

🔥 *Download Raoul Pal's 4-year investing roadmap for free:* https://rvtv.io/41fVHWF

Timestamps:
00:00 - Welcome to Raoul Pal The Journey Man
02:17 - Gold, the Yield Curve, and Why H2 Could Change Everything
06:04 - The Bull Steepener That Could Unlock the Next Rally
08:46 - Why Inflation Is No Longer the Fed's Biggest Problem
11:04 - Bitcoin's Technical Setup Looks Increasingly Bullish
13:03 - Solana, Stablecoins, and Crypto's Quiet Strength
16:25 - Liquidity, the Nasdaq, and What's Holding Markets Back
19:13 - Why Crypto Is Waiting for the Next Liquidity Wave
22:08 - Iran, Oil, and the Biggest Macro Risk Right Now
26:18 - The Dollar, Gold, and the Signals That Matter Most
30:49 - Trump, AI, and Why the Business Cycle Keeps Extending
33:15 - Where Raoul and Julien Are Looking to Add Risk
34:38 - Final Thoughts: What We're Watching Next

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Why Markets Could Be Ready To Move | With Julien Bittel

In this special episode of The Journey Man, Raoul has decided to unlock his Exponentialist presentation on The Universal Code. Raoul walks through his thought process step by step and unveils how everything, including ourselves, is governed by one code. Recorded April 3, 2026.
Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for.

Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss.

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The Universal Code

Raoul explores how AI, robotics, and blockchain could drive an economic singularity and radically reshape work, growth, and investing by 2030. He argues that the best response is to embrace the disruption, use AI, and invest in the long-term technologies transforming the global economy. Recorded July 9, 2026.

Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for.

Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss.
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The AI Revolution: How to Invest

Raoul Pal and Tarek Mansour, co-founder and ceo of Kalshi, explore how prediction markets, super forecasters, and regulated crypto perps are reshaping the way people trade, price risk, and filter truth from noise. Recorded June 24, 2026. And don't forget we're offering our lowest prices ever right now and you can lock them in for life. Just visit realvision.com/pricing. Offers ends July 4, 2026.

Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for.

Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss.
Learn more about your ad choices. Visit podcastchoices.com/adchoices

Prediction Markets, AI and the Future of Finance

In this special episode of Drinks with Raoul, Raoul is back to reveal the 10 community members who've won 1K USDC before he dives into the rest of your questions. And don't forget, Real Vision is offering its lowest prices ever for a limited time only. Join or upgrade now at realvision.com/pricing.
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Drinks with Raoul: June 25, 2026

Raoul welcomes back Eric Voorhees, founder of Venice.ai, to explore how Bitcoin, crypto, and open-source AI are converging around the core principle of self-sovereignty. Voorhees argues that privacy, uncensored AI, and personal data ownership will become essential as AI moves deeper into our thoughts, work, money, and identity. Recorded June 11, 2026.

Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for.

Get started with Plus500 for as little as $100 at https://us.plus500.com. 
Learn more about your ad choices. Visit podcastchoices.com/adchoices

The AI Privacy War

Three recent filings with the U.S. Patent and Trademark Office indicate Walmart is getting deeper into the metaverse. It plans to create its own cryptocurrency and to offer digital versions of its products via NFTs. Does this signal broader consumer adoption of digital assets and virtual experiences? Meanwhile, new partnerships and fresh acquisitions suggest that old-school and new-school companies are getting ready to service more consumers. Cami Russo and Robin Schmidt of The Defiant join Real Vision's Elaine Ly to share their insight. Recorded on January 19, 2021.
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Walmart Moves Into the Metaverse

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