Guest
This week Raoul Pal joins the show to discuss his exponential age thesis. We deep dive into why liquidity will resurge into H2 2024, why diversification is dead, financial repression, the fourth turning & how all these factors impact markets. Enjoy! -- Follow Raoul: Follow Felix: Follow On The Margin: Follow Blockworks: Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: -- MANTRA Chain is a Cosmos SDK-based L1 blockchain addressing regulatory compliance gaps in the Cosmos ecosystem. Positioned as the “blockchain for tokenized RWAs and regulated digital assets,“ MANTRA offers high-performance, scalable blockchain architecture, supporting both permissionless and regulated, compliant applications. Learn more: -- Join us at Permissionless III Oct 9-11. Use code: MARGIN10 for a 10% discount: -- Timestamps: 00:00 Introduction 02:17 The Liquidity Cycle 09:26 Trouble In Japan's FX Market 13:00 Mantra Ad 14:06 Financial Repression 15:43 Diversification Is Dead 20:12 The Age Of Debt 27:25 Permissionless Ad 28:06 The Crypto Thesis 39:28 The Banana Zone 46:10 Changing Your Investment Framework 48:55 The Fourth Turning -- Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
