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Raoul Pal

@RaoulGMI

29 Sep

@RealVision

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:

@hendry_hugh

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.

Read 17 tweets

Raoul Pal

@RaoulGMI

21 Sep

Well, it's that time again to talk about the Spanish banks (I could talk about all banks in Europe but I'll choose Spain since I know it better and they are the worst).

The Spanish summer of tourist revenues was cut short and was very bad over all. The window of opportunity to

rebuild cash flows for business and households has passed. COVID complications will cause more economic pain and The Insolvency will become prevalent over the autumn and winter.

Last week the EU gave $73bn in help for the EU banks but that failed - they are down 14% since then.

But in Spain... yikes. Banco Sabadell is about to break key support

Read 9 tweets

Raoul Pal

@RaoulGMI

19 Sep

@KiteVC

Im so lucky to do what I do. I've had some HUGE interviews so far in 2020 where I've been left blown away...

Some of those:

@KiteVC
@AlderLaneeggs
@michael_saylor
@DTAPCAP
@hendry_hugh
@ParrillaDiego
@KeithMcCullough
@TeddyVallee
@LynAldenContact
@SimonDixonTwitt

@cz_binance

More killer interviews:
@cz_binance
@jespow
@Santiag78758327
@CryptoHayes
@BrendanBlumer
@rampagingruss
@novogratz
@agurevich23
@Convertbond
@PeterLBrandt,
@AitkenAdvisors,
@profplum99,
@NorthmanTrader
@EMostaque
@Barton_options
@HHorsley
@jturek18

List is ridiculous... but there are more legends I personally have interviews:

Dan Morehead
Ben Melkman
Jason Buck
Kiril Sokolof
Chrisophe Oliari
Gerard Minack
JeffGreene
Howard Marks,
Dylan Grice
Dee Smith
Tom Jessop

Im sure Ive missed off some faves.

Read 5 tweets

Raoul Pal

@RaoulGMI

15 Sep

The Summer Dull ( The Vol Crush Edition)

I hope at some point this boring range of vol death across most asset classes will break...

Gold miners - rangebound but might be breaking out...

Gold - Yawn... but maybe it will breakout soon or maybe it sets a wider range again...

Banks... yawn...

Read 10 tweets

Raoul Pal

@RaoulGMI

7 Sep

The correction in Bitcoin and Ethereum are close to having filled all the gaps on the week day only charts (seems to work).

Here is BTC

Here is ETH...

And here are all the big corrections after the last having.. 25% to 35% on a closing basis seems to be expected and normal.

Read 4 tweets

Raoul Pal

@RaoulGMI

31 Aug

I wrote a very long GMI Monthly this weekend (143 pages, 15,500 words). The core focus was this month on crypto, which I think its the worlds best trade and of which Im irresponsibly long.

Here are a couple of pages with some top-down thoughts.. #Bitcoin

@coloradotravis

I hope it gives you some thought but as ever it's too basic for many of you and too controversial for others! I just do my best to educate.

Thanks @coloradotravis for brainstorming the collateral idea and thanks Delphi Digital for the DeFi article.

Read 4 tweets

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