Raoul Pal Profile picture
Sep 29, 2020 17 tweets 3 min read Read on X
I do sometimes marvel with pride at what've been built with @RealVision and where its all going. Big plans a foot, as ever.

I mean on what other media in the world do you get this:
A shirtless @hendry_hugh in an alley beside his house, in St Barth, eating lunch (messily) while interviewing a less well-known but absolutely legendary bond trader.

And at the same time creating on screen magic
A smart, engaging, funny, intellectual, authentic conversation where everyone goes down the deep learning journey with Hugh.

This is a million miles from what anyone else is doing in financial media.
Yes, we have our own talented interviewers, most aren't camera trained, or fit any definition of "presenters".

They are all authentic and they are all smart and inquisitive. What you see is what you get...real people with a passion for RV.
But the big piece of Real Vision magic is that we do peer-to-peer interviews. They pretty much don't exist elsewhere in the media. It's deemed threatening to the star "hosts" or the founders, and is not "controllable."

That's the point!
Natural, irreverent, intellectual, authentic content is still rare in media.

But in this world, it should be ALL about the content of all types, the learning journey for everyone. And we actively encourage different people to take us on those journeys.
Disruption in media is NOT about moving to zoom interviews.

Disruption is about challenging EVERYTHING to create a new, magical and valuable experience for your members.

New media is ALL about your members.
It's all about community and two way dialogue. Not just a podcast or a video and a few tweets with your audience.

The Exchange, our new community platform, is going to be hugely disruptive, I think.

It is nascent but is developing fast.
Now our members, our RV team, our interviewers, our interviewees and our research providers all mix and SHARE ideas.

This is massively empowering for all and it's powerful too.

The future is happening, organically, from the ground up...
The Exchange is the world of traditional B2C media communities meeting C2C (user content) in a super expert network based on the incredible hive mind.

Just look at the "How I use Real Vision" section of The Exchange...
Our members made nearly 200 videos to help other members and newbies!!

exchange.realvision.com/group/how-i-us…
From neuroscientists to astrophysicists, from hedge fund managers to filmmakers, from cab drivers to students...

And they all want to help each other, learn from each other and learn from all the content on RV and elsewhere.
There is so much great content out there that many of you make too. Its not exclusive but inclusive. We are all part of this bigger community.

The stronger the community that forms, the bigger the revolution it can create.
That revolution is giving the power of knowledge to all.

And this revolution is just about to pick up pace....

Watch this space.
The financial community ecosystem is being reinvented and it's being driven by our members who are encouraging us to push even more boundaries...

Crypto, education, massive platform features, new forms of engagement and more connections and more access.
@RealVision is also almost entirely unique that all of its extra capital needs over 6 years have come from our members.

We do not have even one institutional or VC investor.

Our shareholders and investors are our members and that is the biggest testimony of all.
Lots and lots more to come in the next 3 months...

Vive la Revolucion!

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More from @RaoulGMI

Apr 28
Ever wondered where all my research comes from?

Well, the genesis of ALL my thinking comes from Global Macro Investor, where @BittelJulien and I do our deep thinking each month (120 pages+).

I'm immensely proud of GMI and Ive been writing it for 20 years.... 1/
It is an expensive research service and is subscribed to by many of the world's largest hedge funds (usually the principals), SWF's, Asset managers, RIA's, Family Offices and HNW investors.

It also has the best proven and recorded track record of any research service...ever.
A 20-year track record of performance is not something that any other service provides.

My track record has many 100% plus years (thank you crypto!), many decent years, some so so and some bad ones. But it is all timestamped and transparent.
Read 9 tweets
Apr 28
The Pause That Refreshes...

1. Bitcoin Image
The Pause That Refreshes...

2. ETH Image
The Pause That Refreshes...

3. SOL Image
Read 10 tweets
Apr 4
The Fed arent going to cut! Its only going to be once or twice! The markets are going to freak out!

Meanwhile, in Global Macro Investor (GMI)...

1995/6 springs to mind... 1/ Image
Bond yields didnt return to their lows...(or their highs) Image
And equities went into hyperspace (even with a massive dollar rally). Image
Read 5 tweets
Mar 24
What is Macro/Crypto Summer and why does it matter?

Well, macro summer has started, its the part of The Everything Code cycle where the ISM picks up (GDP growth).... 1/ Image
And that is driven by liquidity, which bottomed at the end of 2022... macro summer and fall are all about liquidity rising and is a core part of The Everything Code thesis... Image
And that, in turn, lifts tech stocks... they LOVE macro summer and fall... Image
Read 10 tweets
Feb 4
It can't be this easy, right?...right? Part 1 - Bitcoin +110% annual returns from doing nothing. Image
It can't be this easy, right?... right? Part 2 - Nasdaq +21% annual returns from doing nothing. Image
Maybe it really is this easy? BTC vs GMI Total Global Liquidity Index (global fiat debasement)... Image
Read 7 tweets
Dec 2, 2023
I thought I'd share a new way of thinking about crypto that might help make sense of it all for you.

This first appeared in my November Global Macro Investor (GMI) monthly. I don't normally share direct work from GMI bit I think its worth it.

Enjoy.

1/ Image
Image
Image
Read 5 tweets

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