Raoul Pal
Raoul Pal|Apr 10, 2025 12:08
The 2025 Macro Playbook w/ @AndreasSteno—Enjoy! 00:00 - Macro chaos everywhere 05:00 - Andreas’ trading origins 10:00 - Breaking free from the bank 15:00 - The debt trap is real 20:00 - Left-tail risk is gone 25:00 - Currency debasement ahead 30:00 - AI and the productivity boom 35:00 - Tariffs and inflation myths 40:00 - Soft patch or setup? 45:00 - Manufacturing jobs won’t return 50:00 - Europe’s tech insecurity 55:00 - China’s quiet strategy 01:00:00 - Why Andreas embraced crypto 01:05:00 - Managing emotions in markets 01:10:00 - Final thoughts and timing the bottom 👉 Learn more on @RealVision
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