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Diversification is dead. I know that goes against everything you've been taught, but hear me out. Global governments and central banks are increasing liquidity to manage debt at 8% a year. That's the hidden devaluation of fiat currency you don't see. Add inflation on top and you've got an... show more

Raoul Pal

1,496,705 subscribers

199,058 views • 2 months ago •via X (Twitter)

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33 Comments

Raoul Pal2 months ago

I laid the whole thing out start to finish on Tuesday. Read the full breakdown of my Everything Code framework here:

Shaun of the $TELⓣ2 months ago

How’s hyper concentrating in $SUI working out?

HandstandKyle2 months ago

You should never give investment advice ever again. Why do you never address how badly your predictions turned out?

Feral Kid2 months ago

I’ve ’heard you out’ before and gotten wrecked but this time it’s different guys.

elvin2 months ago

I've been following you for more than 5 years. Nothing of what you told came true. Absolutely nothing. I have no idea why people consider you an expert. You're like Harry Dent calling for crashes for 5 years straight just on the other side.

HUMANbeingET2 months ago

@RealVision PORTFOLIOS SHOULD BE 75% TIBBIR IF WAGMI

Ainars Ozols2 months ago

You are wrong on absolutely every market dynamic. Everything you suggested buy dumped, all you called ”old economy ” exploded. You are just like Katy Wood, need to do the opposite you do to make money. And yet you act like you are aligned with market. Circus it is.

Zach2 months ago

CONVICTION IS KEY. ALL IN $TIBBIR 🐸

Daniel Baeza2 months ago

RIP asset diversification In a world driven by liquidity, everything becomes correlated to liquidity - not to each other. The real risk is not diversification, it's not being exposed to liquidity sensitive assets.

Navigate2 months ago

What happened to the banana zone??

Veritas B0$$2 months ago

In 20 years a cheeseburger will cost $65.

Hiral Shah2 months ago

Dude, I’m still waiting for that bitcoin top for the super cycle in 2026 😂😂😂

Masri⚡️2 months ago

You have been chilling shitcoins in the last couple of years, what are you talking about?

Cryptospace2 months ago

@RealVision I never understood his reasoning behind this, because the debasement is what causes the cpi and all other inflation metrics.

Daxx2 months ago

This is why taxing capital gains should be illegal

Digital Virtus2 months ago

@DigPerspectives Are we still in the banana zone?

Dr. Benjamin2 months ago

Why would currency devaluation and inflation both be counted? One leads to the other. Feels like you’re double counting inflation.

Rwalt2 months ago

I once bought into those BS macro nonsense. Fool me once ….

Romes_NonFungible2 months ago

Well then you go all in on crypto and 70% of your portfolio value gets wiped in 8 months. 8% Doesn’t sound so bad.

Flamé 🔥2 months ago

Bring it on 🐸🧩

LAwerence PISTOLA2 months ago

I’m over here still waiting on the banana zone…..

hira2 months ago

love the energy but where’s the alpha at?

Aeon MM 💹🧲2 months ago

True but you’re basically one of the worst doxed guys that gives picks Your track record is terrible Just some old guy chatting shit Stfu #SPX6900

Æon_kn 💹🧲2 months ago

@Elibaricky19 Persist forever

Nowa2 months ago

The real risk was quietly losing purchasing power while feeling safe.

Gary2 months ago

Some salty people in this comments section. I don't think Raoul's timeline is the same as everyone here. If you hold and DCA until 2030 and beyond and still aren't making money, then I think it's fair to comment on the calls not being great then.

Vasilis Theodoropoulos2 months ago

Concentration builds wealth. Diversification keeps it. The trick is knowing which phase you're in.

JJK2 months ago

How is banana zone @RaoulGMI ? 🤡🤡🤡

Kris guidi2 months ago

Great presentation.

MorpheusX2 months ago

Isn't the CPI inflation really a subcomponent of the monetary debasement rate not something you add on top. My conceptual understanding is the reason price inflation is less than monetary debasement is increased productivity, efficiency, and innovation?

3X1T L1QU1D1TY2 months ago

We always hear people say "in today's economy" "due to inflation the last few years" when in reality we are ALWAYS living with inflation + devaluation of currency. Money itself is debt.

Compounding Desk2 months ago

Diversification is never, never ever dead

Shonu2 months ago

what nonsense shit do u talk ??

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If your returns aren't beating 11% a year, you're getting poorer. Global liquidity grows about 8% a year. That's the money supply expanding, and it means the value of the cash in your pocket falls by roughly that much every year. Add maybe 3% of normal inflation on top and you get to an 11% hurdle. Most people think if they've beaten inflation they're fine. They haven't. Inflation and debasement aren't the same thing. Inflation is your money losing value against goods... rent, groceries, fuel. Debasement is your money losing value against assets... property, stocks, the things that actually build wealth. You have to clear both. This is the real reason the rich get richer and everyone else falls behind. One side owns the assets. The other side is holding a melting ice cube.

If your returns aren't beating 11% a year, you're getting poorer. Global liquidity grows about 8% a year. That's the money supply expanding, and it means the value of the cash in your pocket falls by roughly that much every year. Add maybe 3% of normal inflation on top and you get to an 11% hurdle. Most people think if they've beaten inflation they're fine. They haven't. Inflation and debasement aren't the same thing. Inflation is your money losing value against goods... rent, groceries, fuel. Debasement is your money losing value against assets... property, stocks, the things that actually build wealth. You have to clear both. This is the real reason the rich get richer and everyone else falls behind. One side owns the assets. The other side is holding a melting ice cube.

Raoul Pal

95,283 views • 2 months ago

Raoul Pal: The reason your savings keep losing value isn't just due to inflation. Debasement and CPI are two separate things you must add together. Combined, you're facing an 11% annual hurdle rate. "If your returns aren't beating that 11%, you're actually getting poorer every year." FT Raoul Pal Real Vision.

Raoul Pal: The reason your savings keep losing value isn't just due to inflation. Debasement and CPI are two separate things you must add together. Combined, you're facing an 11% annual hurdle rate. "If your returns aren't beating that 11%, you're actually getting poorer every year." FT Raoul Pal Real Vision.

Milk Road

141,733 views • 4 months ago

Most people are getting poorer and they have no idea why. Their salary goes up, their bank balance doesn't shrink… On paper they’re fine. But things like property, stocks, and land run away from you. And every year the gap gets wider. Here's what’s happening: Wages grow at the pace of the economy. Assets grow at the pace of liquidity... about 8% a year. Own assets, the tide carries you up. Don't, and you spend your life running to stand still. And it's deliberate. Banks, central banks and the treasury are the only ones who can create money, and they create it to fund the interest on their debt. That money floods in and lifts every asset with it. Debasement, or liquidity if you want the nicer word. That's the force under everything.

Most people are getting poorer and they have no idea why. Their salary goes up, their bank balance doesn't shrink… On paper they’re fine. But things like property, stocks, and land run away from you. And every year the gap gets wider. Here's what’s happening: Wages grow at the pace of the economy. Assets grow at the pace of liquidity... about 8% a year. Own assets, the tide carries you up. Don't, and you spend your life running to stand still. And it's deliberate. Banks, central banks and the treasury are the only ones who can create money, and they create it to fund the interest on their debt. That money floods in and lifts every asset with it. Debasement, or liquidity if you want the nicer word. That's the force under everything.

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Global liquidity grows at roughly 8% a year. Sounds great right? Except that liquidity isn't organic growth... it's money being created to service the world's enormous debts. And every new dollar created makes the ones you already hold worth less. Add 3% inflation and you’re looking at an 11% hurdle rate just to break even. If your investments aren’t generating at LEAST 11% a year, you're not making money. This is why so many people feel like they can't get ahead... in real terms, they aren't. I've spent the best part of three decades trying to work out why the economy stopped working for ordinary people. Over time it all distilled into one framework: The Everything Code. Debasement sits at the heart of it... and the 11% hurdle rate is the crux of the whole thing. Once you understand it, you'll understand how to unfuck your future. For the first time, all of this thinking is in one place. My book, The Everything Code, comes out Nov 3rd... everything I've learned about how the system works, and how to end up on the right side of it, in plain English, for the people the economy stopped working for. Pre-orders are now open. I'll drop the link below.

Global liquidity grows at roughly 8% a year. Sounds great right? Except that liquidity isn't organic growth... it's money being created to service the world's enormous debts. And every new dollar created makes the ones you already hold worth less. Add 3% inflation and you’re looking at an 11% hurdle rate just to break even. If your investments aren’t generating at LEAST 11% a year, you're not making money. This is why so many people feel like they can't get ahead... in real terms, they aren't. I've spent the best part of three decades trying to work out why the economy stopped working for ordinary people. Over time it all distilled into one framework: The Everything Code. Debasement sits at the heart of it... and the 11% hurdle rate is the crux of the whole thing. Once you understand it, you'll understand how to unfuck your future. For the first time, all of this thinking is in one place. My book, The Everything Code, comes out Nov 3rd... everything I've learned about how the system works, and how to end up on the right side of it, in plain English, for the people the economy stopped working for. Pre-orders are now open. I'll drop the link below.

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I always love when inflation scenario are packed with a plot and everything. But I also know many of you just want to see the funny animal become massive and round. If that your case... Here Laura inflation scene for my Macro March animation.

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I don't fight tyranny because I hate the tyrants, though I do hate them. I do it because I love the people behind me I'm defending. I don't know how all this is going to end, but if you want a fight, you better believe you've got one. I've been holding back my real capabilities. I'm almost ashamed of it. It's a little scary. I have decided, and am just now accessing the genetic memory codes to release my full potential against the New World Order. Good luck, globalist. Because if you thought Alex Jones was a problem before, I want you to throw everything you've got at me. Whatever you think it is you need to do.

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278,367 views • 1 year ago

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