“Getting out of London and New York is immensely useful.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Raoul Pal
PredictionNot checkable as stated
Pal: The entire financial system and securities industry will pivot to blockchain
“The entire financial system is going to pile capital into this space over time. Because of the supermassive black hole that it is when you've got all these network effects going on. And the fact that financial industry itself is going to pivot to blockchain te…”
Raoul PalAug 18, 2022▶ 53:43Investor Psychology & Trading on the Future With Raoul Pal
Opinion
Pal: India is the most obvious economy to long for 20 years
“If you look at the global economy, which is the most obvious global economy in the world that you want to be long off for the next 15 years, 20 years, it is without question India.”
Raoul PalAug 18, 2022▶ 31:05Investor Psychology & Trading on the Future With Raoul Pal
PredictionOpen · timeframe Aug 2027
Pal: The majority of the English-speaking internet will soon be Indian
“Soon, the majority of the English speaking internet will be Indian. So, and he explains an apparent and a little bit after that is that the conversations you have online, the highest probability is that they will be Indians. They will not be Americans. They'll…”
Raoul PalAug 18, 2022▶ 33:42Investor Psychology & Trading on the Future With Raoul Pal
AssertionSupported
Pal: Only tech stocks and crypto beat the Fed balance sheet expansion
“There's only two things that outperformed the Fed balance sheet over the last, since 2008. Only two asset classes. One was technology stocks, and the other was crypto.”
Raoul PalAug 18, 2022▶ 35:54Investor Psychology & Trading on the Future With Raoul Pal
PredictionNot checkable as stated
Pal: Breakthrough technologies will reach 4 billion users by 2037
“This is stuff actually happening right now. That's going to go from, you know, a hundred million people to four billion people in the next decade and a half.”
Raoul PalAug 18, 2022▶ 36:53Investor Psychology & Trading on the Future With Raoul Pal
Opinion
Pal: The Boring Company actually exists to build underground Mars habitats
“I actually think the boring company is not about digging tunnels under Los Angeles. I don't think it gives a shit. I think it's because the only way of inhabiting Mars is underground.”
Raoul PalAug 18, 2022▶ 43:49Investor Psychology & Trading on the Future With Raoul Pal
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