Raoul Pal & Julian Bittel: Making Sense of Everything (Masterclass)

This podcast episode explores the importance of liquidity, the business cycle, and demographics in driving economic trends and asset performance. The speakers emphasize the need to understand these factors to make informed investment decisions. They also discuss the significance of cryptocurrencies, particularly Bitcoin, in the current macro environment and project the potential for market growth. Overall, the episode provides valuable insights into market dynamics and investment strategies for navigating the financial landscape.