Raoul Pal: "Sell Everything Except These 2 Assets"

Описание: Diversification is dead. And I'm going to prove it to you.

I've spent 35 years studying macro cycles. I worked at Goldman Sachs. I ran hedge funds. I built Real Vision. And after all that experience, I've come to one conclusion:

If you own more than two asset classes right now, you're doing it wrong.

Here's what nobody tells you: You're being taxed 11% per year and you don't even know it. Currency debasement at 8%. Inflation at 3%. That's your hurdle rate just to break even.

Most assets can't beat that. Bonds can't. Cash can't. Most stocks can't.

But two assets can. And those are the only two I'm holding.

In this video, I reveal:

→ The "Everything Code" — my framework for understanding all markets
→ Why liquidity is the ONLY thing that drives asset prices (90% correlation)
→ The $10 trillion debt refinancing tsunami coming in 2026
→ Why I'm mass allocating to just 2 assets
→ My "Don't F*ck This Up" framework for not blowing up your portfolio
→ The "Minimal Regret Portfolio" — how to invest without future regret
→ What I'm selling (and why most of your portfolio is dead weight)
→ Why the next 18-24 months are the most important of our investing lives

The crypto market is $3.5 trillion today. My models say $100 trillion within 10 years.

We've only covered 3% of the journey.
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