The Macro Outlook for 2025: BIG Moves Ahead скачать в хорошем качестве

The Macro Outlook for 2025: BIG Moves Ahead

👉 Level UP with the Macro Investing Tool https://rvtv.io/45mEPOW 🔥 Get my FREE PDF report and 30 Days FREE of The Exponentialist https://rvtv.io/3YOZZUe. The Macro Outlook for 2025: BIG Moves Ahead featuring Julien Bittel, Head of Macro Research of Global Macro Investor. In this special update, Global Macro Investor's Head of Macro Research Julien Bittel is back with his latest Macro Investing Tool video report. In this month's update, he shares valuable insights on where his global macroeconomic indicators are pointing, and how investors should be adjusting their allocation strategy in the current economic climate. 👉 Follow Julien on his X: https://x.com/BittelJulien 📣 This episode is brought to you thank you to Consensus. Crypto’s most influential event is coming to Asia. Consensus Hong Kong 2025—the #1 destination for dealflow—will take place February 18-20. Curated by CoinDesk, this event brings together global leaders, innovators, investors, and brands in the heart of Asia’s financial hub. With unparalleled networking opportunities and exclusive access to top decision-makers, Consensus Hong Kong is where partnerships are forged, deals are secured, and the future of digital assets is shaped. Whether you're an investor, founder, or executive, this is your chance to connect with the biggest names in the industry and make valuable connections that will drive your business forward. 👉 Don't miss your chance to be at the center of the Web3 movement. Take 15% off your registration with code REALVISION15. Register now at coindesk.com/consensus-hk to secure your spot and be part of the conversations shaping the future of crypto and digital assets. Timestamps: 00:00 Sponsor: Consensus Hong Kong 2025 01:14 Welcome from Raoul Pal and Introduction to The Journeyman 01:55 The Importance of Macro Analysis and the Business Cycle 02:34 Introduction of Julien Brigden and His Macro Expertise 03:10 Real Vision’s Macro Investing Tool 04:17 Exclusive Access to Julien’s Macro Update 04:59 Recap of Recent Events and Miami Meetup 06:36 Discussion on the MIT Round Table and Its Value 07:38 The Impact of the U.S. Dollar on Global Markets 08:45 Raoul Pal’s 2030 Economic Preparation Report 09:18 Analysis of Global Economic Growth in December 10:21 Explanation of Macro Seasons and Current Market Positioning 11:56 Financial Conditions and the Expected Economic Shift 13:42 Global PMI Trends and Their Implications 14:46 Historical Parallels Between 2017 and the Current Market 16:21 The Dollar’s Role in Global Liquidity 18:26 Bond Yields, Economic Surprises, and Market Expectations 20:32 Political Influence on Fed Policy and Rate Cuts 21:08 The Rebound in Global M2 and Its Market Impact 23:09 The Surge in U.S. Manufacturing and Capex Intentions 24:15 Small Business Confidence and Its Market Signals 25:42 ISM New Orders and Business Cycle Trends 28:38 The Role of Financial Conditions in Economic Projections 30:43 Bitcoin, Cyclical Equities, and Commodities Outlook 32:16 Inflation Trends and the Business Cycle Domino Effect 35:03 Commodity Prices and Inflationary Pressures 36:23 Shelter Inflation and Its Long-Term Implications 39:01 Wage Growth Trends and Economic Lag Indicators 41:11 Inflation Breadth and Fed Policy Flexibility 43:56 Macro Summer: Why Dips Are Buying Opportunities 46:40 Bitcoin Valuation and Market Cycles 49:29 The 2021 Bitcoin Cycle and Why 2025 Looks Different 52:54 Liquidity and Business Cycle Drivers for Crypto 54:33 The Banana Zone: What to Expect in 2025 57:07 Final Thoughts on Market Framework and Macro Strategy 58:14 How to Access Real Vision’s Macro Investing Tool 59:27 Closing Thoughts and Call to Action Unlock the potential to showcase your brand to our global audience. Contact us at [email protected] for advertising inquiries. Connect with me: Twitter (X):   / raoulgmi   Instagram:   / raoulgmi   LinkedIn:   / raoul-pal-real-vision   Newsletter: https://raoulpal.substack.com 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™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Web: 🔥 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