Global Macro Investor

The Global Macro Investor is one of the world's preeminent macroeconomic and investment strategy research services. Established in 2005, it has an unparalleled, recorded track record since its inception.

GMI focuses on the nexus of the business cycle and the key secular themes such as debt, demographics, the rise of India and the Middle East, technology investing (The Exponential Age) and the massive opportunities in crypto. We have been analyzing and investing in crypto since 2012.

Clients include many of the world's largest hedge funds, pension funds, sovereign wealth funds, family offices, and high net-worth experienced investors.

Founder/CEO

Sui Foundation

Board Member

Real Vision

Real Vision is a disruptive financial knowledge platform created to give our community of individuals and professionals the knowledge, tools, and network to succeed in their financial journey.

The groundbreaking platform delivers exclusive, long-form interviews, research, live strategy calls, and analysis from impossible-to-access guests and the sharpest minds in global finance, technology, and crypto. 

In addition, we have an incredible, passionate and highly engaged community network of tens of thousands of members spanning the entire globe. We empower them to connect with each other, share ideas, and even meet up in person at a multitude of Real Vision live events.

We then further supercharge the community with in-depth education, AI tools, charts, data and analytics and other tools to help everyone level up their knowledge and abilities to navigate their own financial world.
 
www.realvision.com

You can also follow me on Twitter @RaoulGMI where I am very active with real-time thoughts and analysis on markets, crypto, tech and the global economy.

Co-Founder and CEO

Exponential Age Asset Management

EXPAAM is a leading asset management firm focusing on the digital asset space. 

Our primary product is Exponential Age Digital Asset Fund (EADAF), which is a Fund of Crypto Hedge Funds focusing only on liquid token strategies. 

We invest the fund in around 14 of the world's best crypto hedge fund managers using a proprietary top-down process based around "The Everything Code" thesis and match that with the bottoms-up manager selection process and risk management.

Our aim is to capture the dramatic growth in the crypto market as it develops into a $100trn market over the next decade or so.

Co-Founder/CEO

GLG Partners

GLG is one of the world's largest hedge fund firms.

Portfolio Manager, GLG Global Macro Fund

Goldman Sachs

Head of European Hedge Fund Sales - Equities and equity derivatives

NatWest Markets

Director

James Capel &Co

Senior Executive

Dow Jones Telerate

Sales Executive

Entrepreneur.
Investment Strategist.
Asset Management (Digital Assets).
Content Creator.
Advisor.
Enjoyer of the journey of life.

Trying to figure things out at the nexus of Global Macro, Digital Assets, and Exponential Age Technology....

While everyone is worried about 3.5% #inflation, the real issue is the ongoing 8% per annum debasement of currency, on top of inflation. 

Your hurdle rate to break even is around 12%, which is the 10-year average returns of the S&P 500... just to keep your purchasing power.

Raoul Pal

On days like today, just remember that crypto is still being adopted at twice the speed of the internet and should reach something like 1 billion users by the end of 2025...

We are in the midst of the GREATEST macro trade of all time...

Don't midcurve it.

I find it interesting that most of the world's greatest macro investors are big #crypto and #tech investors (public and private markets) 

Stan D.
PTJ
Louis Bacon
Alan Howard
Steve Cohen
Soros
Rick Rieder

Yet many macro pos(t)ers who wish to emulate them on social media are still skeptics...

The Fed isn't going to cut! It's only going to be once or twice! The markets are going to freak out!

Meanwhile, in Global Macro Investor (GMI)... 

1995/6 springs to mind...

Bond yields didn't return to their lows...(or their highs)

Equities went into hyperspace (even with a massive dollar rally).

As ever, it was all about liquidity...it will be this time too (but not M2 this time)

And yes, my dear reply guys, many factors were different back then too. I understand that (and yes, I know the yield curve wasn't inverted!).

Liquidity + Stability = Perfect market conditions

#monetarypolicy #Fed #macroeconomics 

Remember the bit about 35% pullbacks being normal… there will be more of these. A bull market's job is to try to throw you off…

And you wonder why people are choosing to take more risk in search of higher returns in crypto. 

This makes grim reading for Gen X'ers...they'll never be able to afford to retire if they continue as they are.

Co-Founder & CEO - Real Vision Group. Economist, investment strategist and publisher at The Global Macro Investor, Co-founder Exponential Age Asset Management (Digital Assets)

The incredible new Real Vision platform... 

We provide the Knowledge x Tools x Network to help you succeed in your financial journey.

Did you get a chance to watch this yet? I think you'll find it interesting and rather enlightening, and hopefully, it will help you in your investing and business journey...

https://lnkd.in/e3emxX3e

#macro #tech #crypto #demographics #bitcoin #AI

Good to be back in the magical Red City of the Desert. Just arrived in one of my favorite places on earth!

While I'm contemplating life in Marrakech over a delicious glass of Chablis, I think there is a very fine window to buy OG digital art before it goes on a rocket ship to La La Land when #Ethereum and #Solana go to ATH's...


The return of King Arthur - macro, crypto, and plenty of shitcoinnery Arthur Hayes https://lnkd.in/eM6TiYPg

Enjoy.

Ok, as ever a lot of swearing (not safe for kids), an extreme amount of utter chaos...a small amount of alpha and a whole lot of fun + insults (I love you all really!).

At a get-together recently, I met Jack Butcher, a world-renowned digital artist who floored me with a view he had on Crypto Punks - that a Crypto Punk is the most expensive portrait in the world and is fractionalizable. 

This sent me down another rabbit hole, so I had to bring our conversation out of the get-together and to your screens in Journey Man. 

There's a LOT in here, so grab a pen and paper - or better yet, use the notes app on the RV platform - and settle in. 

Enjoy.

As a random side note, Ripley on Netflix is incredible. Gorgeously filmed in dark, brooding, monochrome, Roman Polanski "A Knife in the Water" style. Amazing acting. Better even than The Talented Mr Ripley, which was a fabulous film.


Sorry, been traveling but here is the EXPAAM end-of-March update on asset returns... #crypto still compounding like crazy but let's see the end of this month!

🚀  Navigating Digital Assets Beyond #Bitcoin & #Ethereum

We've partnered with Kraken Digital Asset Exchange to bring you a timely online festival to help us all not f*ck this up!

Bookmark your APR 18-19 agenda for a deep dive into digital assets: altcoins, meme coins & NFTs

👇  Best of all? It's FREE 

See you there...

realvision.com • 1 min read

Festival of Learning — DTFU Alts, Memes, and NFTs | Real Vision

As a part of my Journey Man YouTube channel, I interview the people I find the most interesting at the nexus of macro, crypto, and The Exponential Age. 

Did you guys catch this great episode on Longevity and health span? https://lnkd.in/eX7jWV4t


Love wine. I love crypto. I love storytelling and I love it even more when it all comes together! Cheers! You will enjoy this one...

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