Episode Details

On the Margin: The Everything Code: Debt, Demographics, And The Infinite Human Future | Raoul Pal
12/3/2024
On The Margin β†—

Key Insights

Bullish:

  • 🟒 $BTC - Raoul predicts massive growth for Bitcoin, projecting its market cap to reach $100 trillion within a decade. He views Bitcoin as a fundamental part of the future digital economy.
    • β€œIt's a $3,000,000,000,000 asset. It goes to a hundred trillion at least within ten years.” - Raoul (46:34)
    • β€œCrypto is actually fundamental to the future of the Internet.” - Raoul (41:15)
  • 🟒 $CRYPTO - πŸ”’
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  • 🟒 $AI - πŸ”’
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  • 🟒 $TECH - πŸ”’
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Bearish:

  • πŸ”» $TRADMEDIA - πŸ”’
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  • πŸ”» $SMALLCAPS - πŸ”’
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