Raoul Pal: What Happens If Trump's Dollar Playbook FAILS?

Andreas Steno Larsen, founder and CEO of Steno Research, welcomes Real Vision co-founder and CEO Raoul Pal to break down the strength of the US dollar, inflation expectations, and the role of liquidity in driving growth.

Timestamps:
00:00 - Introduction:
01:32 - The Dollar Surge: What's Driving Currency Markets?
03:07 - Trump's Economic Strategy: Tariffs, Dollar Strength, and Negotiations"
05:20 - Monetary Policies in 2025: Echoes of 2016 and QE Predictions"
07:17 - Bitcoin and Markets: Parallels to 2017 and the Next Move
12:30 - UK Bond Market Troubles: A Canary in the Coal Mine?
15:43 - Inflation and Liquidity: Navigating the Economic Crossroads
20:40 - Retail Sales Boom: The Early Signs of Economic Revival
27:53 - Crypto’s Liquidity Role: How to Prepare for the Next Rally
33:07 - Closing Thoughts: Upcoming Events and Macro Strategies

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[brandonhammond]

Thanks Raoul for being emotionally sober

[Swissguy-Richie]

Great Content Guys! Something against the overall FUD in the Markets! Thanks!

[jonasgruber]

Amazing content! 🙏🏻
Not easy to understand, but obviously super professional AND for free.
Thank you!

[justin-jl]

Love Raoul, ballsy call! Think we've got the week off anyway.

[mvpwade]

Great content. It seems that the markets may be overreacting. Thanks to your podcasts, we know what to do when market sentiment changes

[hm]

Super vid
Thanks for your hard work ❤

[Judge]

It made me chuckle when Raoul wondered aloud why the ISM Survey has been below 50 for so long. January 20th cannot come soon enough! Best of luck to all

[Judge]

Actually, what spiked inflation was the massive printing of USD … everything afterward was derivative symptoms. “Inflation is always and everywhere a monetary phenomenon.” (Friedman) Although we sadly lost many people to COVID-related illnesses, the draconian lockdowns pursued by some government agencies did considerably more damage, multi-generationally, and cascaded into the global supply shocks that exacerbated the inflation caused by irresponsible U.S. monetary policy (as manager of the global reserve currency). It was the perfect storm of errant ideologies and a lack of understanding economic consequences which dug the massive hole we’re now beginning to climb out of. Best of luck to all

[RainyDayz]

Jam the pedal on the accelerator and everyone is a winner…. until everyone loses

[naderamadeu]

pls adapt graphs for phone screen ... larger tick labels

[RAUL]

Charts are only for you? Or we have to pay?

[dianaashton]

Why does Raul look 19 years younger than her, he looks amazing g, his skin is inched.

[hm-uf]

Prof Richard Werner coined the term QE, maybe interview him

[END-THE-FED]

Low demand for debt combined with huge increase in supply of debt means high interest rates.

[Originalimoc]

Somebody please caption the sentence at 21:27 (what) accelerations (what) ? 😂

[bvpxrtk]

ISM is still so low and economy is ok because of government spending and debasement.
Let's just pray they don't crash the world again on Trump and make up a reason...

[chrismcalister]

Raoul is saying the bottom is in to keep people from panic selling. In other videos, he brags about how well btc has tracked global m2.

[jimbobarooney]

The worst is still ahead for manufacturing

[shriv]

@Raoul Your usual happy smiling face is missing. You look like you have a flight to catch soon. What's up?

[povarful]

Everything moved. Hyperinflation is here!