AI Will Drive The Biggest Boom In History | Raoul Pal

Raoul Pal joins Felix Zulauf on Forward Guidance to discuss the convergence of macroeconomics, geopolitics, and technological innovation, particularly artificial intelligence. Pal argues that the US and China are in a race to dominate AI, which will reshape global power dynamics and consume vast amounts of energy. He suggests that AI's rise necessitates a shift in economic strategy, with central banks enabling commercial banks to drive liquidity and investment. Pal envisions a future where AI agents revolutionize finance, data management, and capital formation, while human experiences like travel, sports, and culture become increasingly valuable. He also touches on the integration of AI in health and longevity, advocating for a balanced approach that embraces life's experiences.