Trade Wars, AI & Bonds: What Investors Need to Know ft. Alex Gurevich скачать в хорошем качестве

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

🔥 Get my FREE PDF report to Unf*ck Your Future: https://rvtv.io/3YOZZUe. 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. 📣 *This episode is brought to you by Bitwise Asset Management*. Bitwise has been all-in on crypto since 2017 and has more than 20 crypto-based products to help investors get the access they need. Bitwise manages the world’s largest crypto index fund, one of the top Bitcoin ETFs, and one of the largest institutional Ethereum staking solutions. Bitwise has over $10 billion in assets under management and over 100 people in the US and Europe to help manage everything from ETFs to private alpha strategies to SMAs for large investors. 👉 *Check out Bitwise at https://bitwiseinvestments.com and let them know that Real Vision mentioned them*. Carefully consider the extreme risks associated with crypto before investing 📣 This episode comes to you thanks to Arch Public: It’s a hedge fund in your pocket. Built for retail traders, designed to outperform Wall Street. 👉 Download our FREE Bitcoin Algorithm right now at https://realvision.com/arch Timestamps: 00:00 - Why Bitwise Is the Smart Way to Access Crypto 01:51 - Intro: Macro, Crypto & the Exponential Age 02:25 - Who Is Alex Gurevich? Macro Background & Vision 04:03 - The Current Macro Framework Explained 06:56 - 5 Key Forces Shaping the Global Economy 08:42 - Fiscal Dominance & the New Inflation Regime 10:15 - Demographics and Global Slowdown 12:35 - Politics, Tariffs & Deglobalization Risks 14:54 - The Singularity: Greatest Shift Since the Big Bang 16:00 - Are Real Rates Too High? Why They Might Fall 18:19 - How Tariffs Impact Bond Demand and Capital Flows 20:15 - Banking Regulation and Bond Market Liquidity 22:57 - Why Gold Always Looks Undervalued in Hindsight 24:40 - Narratives, Fear & Why Investors Get It Wrong 27:13 - Real Liquidity vs. Inflation Constraints 30:58 - Top Macro Trades: Duration, TIPS, Yen & Commodities 34:49 - Why Gold, Silver & Platinum Still Have Room to Run 38:31 - Crypto Outlook: Long-Term Potential vs. Hype 41:02 - Stocks: Expect a Big Dip Before the Next Boom 44:44 - Why Crises Create the Best Buying Opportunities 47:12 - AI, Singularity & the Rise of Superintelligence 51:15 - Why the Exponential Age Might Actually End 56:52 - Energy Becomes the Limiting Factor for AI Growth 59:23 - Will AGI Compete for Energy Like Nation States? 01:05:01 - Markets in an AGI World: Is Alpha Dead? 01:12:31 - The Identity Crisis for Knowledge Workers 01:20:31 - This Is the Most Deflationary Event in History Unlock the potential to showcase your brand to our global audience. Contact us at [email protected] for advertising inquiries. 🍌 Get your Banana Zone swag at the Real Vision merch store: https://shop.realvision.com Connect with me: Twitter (X):   / raoulgmi   Instagram:   / raoulgmi   LinkedIn:   / raoul-pal-real-vision   My other work: Real Vision: https://rvtv.io/3LHYIaH Global Macro Investor: https://globalmacroinvestor.com The Exponentialist: https://realvision.com/thefuture EXPAAM: https://expaam.com Connect with Real Vision™: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Get a FREE membership: https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231... #raoulpal #crypto #macro #macroeconomics #cryptocurrency #cryptonews #blockchain #web3 #nft #nfts #btc #eth #btcnews #bitcoin #bitcoinnews #bitcointoday #cryptotrading #cryptoinsights #cryptotips #cryptoinsights #macroinsights #realvision #solana #sol #solanasol #altcoins #bitcoinnews #btctoday #btcnews #sui #suicrypto #ethnews