This is an episode of The Pomp Podcast with host Anthony "Pomp" Pompliano and guest, Raoul Pal, he cofounder and CEO of Real Vision. He spent his entire career as a successful macro investor, retired at an early age, and is one of the most prolific investor voices on Twitter.

In this conversation, Raoul and Anthony discuss what the world’s best investors are saying behind closed doors, the macro economy, Bitcoin, gold, institutional asset allocation, CBDCs, DeFi, what would change Raoul’s mind, and recent progress at Real Vision.

Pomp writes a daily letter to over 50,000 investors about business, technology, and finance. He breaks down complex topics into easy to understand language while sharing opinions on various aspects of each industry. You can subscribe at https://pomp.substack.com/

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TIMESTAMPS:

0:00 - Intro
0:08 - The Past 6-8 Months
05:53 - Thoughts on Early Stimulus Response
07:54 - The Death of Macro
17:53 - Bitcoin
22:34 - Macro Investor Thoughts on Bitcoin
35:06 - Raoul Sold Gold For More Bitcoin Exposure
38:42 - Ethereum Investment
41:31 - Being Open Minded
47:13 - Institutional Rush to Bitcoin Adoption
55:05 - 10-15 Year Outlook
57:36 - Individual Monetary Policy
1:00:48 - Multi-Currency Digital Wallets
1:04:35 - The Bear Case For Bitcoin
1:10:26 - Potential Sell Triggers
1:12:13 - Which Charts Does Raoul Check First?
1:13:39 - Real Vision
1:18:14 - Rapid Fire Questions
1:19:34 - Where to Find Raoul and Real Vision