🔴 URGENT Market Update — Raoul Pal & Julien Bittel

Описание: 🔥 Get FREE access to Real Vision https://rvtv.io/3Y4t5Pw. Join us for this URGENT Update— markets are crashing, and Julien Bittel and I want to explain the big picture and help you navigate this with confidence.

In this special update, Raoul Pal and Julien Bittel are here LIVE to share their analysis of what transpired last week, the new reality of global trade wars, and where markets could move next. Then, they'll take questions directly from RV Plus and Pro members.

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TIMESTAMPS:
0:00 Flash Update Intro
0:01 What to Expect Today
0:02 Who Can Ask Questions
0:04 Global Macro Framework
0:05 Don’t Mess This Up Rules
0:07 The Everything Code
0:08 Demographics and Debt
0:09 Liquidity Explains Everything
0:11 Servicing Debt with Liquidity
0:12 Financial Repression Returns
0:14 Debt Cycle and Seasonality
0:15 Global Liquidity Drivers
0:17 Dollar, Rates, and Tax Season
0:18 China Is the Big Catalyst
0:19 China Needs a Deal
0:21 Dollar-Yen Dynamics
0:22 Rebalancing Global Trade
0:24 The Trump-China Accord
0:25 Using AI to Stress Test Ideas
0:27 Julien Takes Over: Market Lens
0:28 Q4 Tightening Explained
0:29 Economic Surprise Index Drop
0:31 Inflation Hype Misguided
0:32 Soft Patch, Not Recession
0:34 Growth to Bottom, Then Rise
0:35 Financial Conditions Are Key
0:37 Reversal Already Underway
0:38 Credit Spreads Misread
0:39 ISM Rebound Begins
0:41 Global Breadth Improves
0:42 ISM and Bitcoin Sync
0:44 Business Cycle Extends
0:45 Alt Season Setup
0:47 Crypto Risk Curve Rising
0:48 The 2017 Playbook
0:49 Dollar Drives the Cycle
0:51 Liquidity Is King
0:52 GMI Liquidity Models
0:54 Inflation Break-evens Falling
0:55 Trueflation Leads CPI
0:57 Inflation Lag Explained
0:58 Markets Misreading Data
0:59 Macro Spring Is Here
1:01 Extreme Fear in Markets
1:02 Sentiment Signals Opportunity
1:04 Bitcoin Base Forming
1:05 Alts to Follow Bitcoin

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Connect with Julien Bittel:
Twitter (X): https://x.com/BittelJulien
LinkedIn:   / julien-bittel-cfa-57658037  

Connect with me:
Twitter (X):   / raoulgmi  
Instagram:   / raoulgmi  
LinkedIn:   / raoul-pal-real-vision  

My other work:
Real Vision: https://rvtv.io/3LHYIaH
Global Macro Investor: https://globalmacroinvestor.com
EXPAAM: https://expaam.com

Disclaimer: https://media.realvision.com/wp/20231...

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