The ABSOLUTE BEST Macro Investing Strategy to Beat the Market

Timestamps:
00:00 - Real Vision’s 10th Anniversary Celebration Announcement
00:45 - Introduction: The Journeyman Show by Raoul Pal
01:33 - Importance of the Business Cycle in Macro Investing
02:37 - Julian Brigden’s Macro Investing Tool (MIT) and Its Development
03:39 - Overview of MIT Service and Subscription Tiers
04:13 - Julian Brigden’s MIT Monthly Update Introduction
05:30 - Data Delays and Growth Composite Issues in July
06:43 - Growth Momentum and ISM Trends
09:12 - Impact of Rate Cuts and Easing Financial Conditions
10:45 - Small Business Optimism and Bank Lending
12:35 - Credit Availability and Economic Expansion
13:45 - Positive Economic Data: Durable Goods Orders and Imports
15:15 - Global M2 Liquidity and Bitcoin Impact
16:37 - Liquidity Trends and Public/Private Liquidity Breakouts
17:42 - Bitcoin and Liquidity Correlation
18:19 - Inflation Trends and CPI Declines
19:34 - Atlanta Fed Sticky CPI and Inflation Outlook
20:47 - Unemployment Trends and Rate Cut Justifications
22:43 - Markets Overview: NASDAQ and Financial Conditions
24:41 - Market Positioning: Defensive Sectors
25:52 - SPX Short Positions and Market Sentiment
27:01 - Russell 2000 and Small Caps Seasonality
28:28 - Impact of Weaker Dollar on Global Liquidity and Growth
30:50 - High Yield Bonds and Broadening Equity Market Rally
32:07 - Bitcoin in the “Boring Zone” and Liquidity’s Impact
34:12 - Key Market Events: Labor Day and September 18th FED Meeting
36:23 - Altcoins and Bitcoin’s Bullish Long-Term Trends
37:38 - New Peak Cycle Bitcoin Indicator
38:51 - Outlook for Q4 and Key Acceleration Zones
39:26 - Upcoming AMA with Raoul Pal and MIT Update
40:02 - Conclusion: Julian Brigden’s Business Cycle Expertise

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[RaoulPalTJM]

00:00 - Real Vision’s 10th Anniversary Celebration Announcement
00:45 - Introduction: The Journeyman Show by Raoul Pal
01:33 - Importance of the Business Cycle in Macro Investing
02:37 - Julian Brigden’s Macro Investing Tool (MIT) and Its Development
03:39 - Overview of MIT Service and Subscription Tiers
04:13 - Julian Brigden’s MIT Monthly Update Introduction
05:30 - Data Delays and Growth Composite Issues in July
06:43 - Growth Momentum and ISM Trends
09:12 - Impact of Rate Cuts and Easing Financial Conditions
10:45 - Small Business Optimism and Bank Lending
12:35 - Credit Availability and Economic Expansion
13:45 - Positive Economic Data: Durable Goods Orders and Imports
15:15 - Global M2 Liquidity and Bitcoin Impact
16:37 - Liquidity Trends and Public/Private Liquidity Breakouts
17:42 - Bitcoin and Liquidity Correlation
18:19 - Inflation Trends and CPI Declines
19:34 - Atlanta Fed Sticky CPI and Inflation Outlook
20:47 - Unemployment Trends and Rate Cut Justifications
22:43 - Markets Overview: NASDAQ and Financial Conditions
24:41 - Market Positioning: Defensive Sectors
25:52 - SPX Short Positions and Market Sentiment
27:01 - Russell 2000 and Small Caps Seasonality
28:28 - Impact of Weaker Dollar on Global Liquidity and Growth
30:50 - High Yield Bonds and Broadening Equity Market Rally
32:07 - Bitcoin in the “Boring Zone” and Liquidity’s Impact
34:12 - Key Market Events: Labor Day and September 18th FED Meeting
36:23 - Altcoins and Bitcoin’s Bullish Long-Term Trends
37:38 - New Peak Cycle Bitcoin Indicator
38:51 - Outlook for Q4 and Key Acceleration Zones
39:26 - Upcoming AMA with Raoul Pal and MIT Update
40:02 - Conclusion: Julian Brigden’s Business Cycle Expertise

[sigma_brethren]

Journey Man & Real Vision are the only financial channels worth watching. Thanks guys!

[Swissguy-Richie]

Thanks Julian and Team, for the great Talk!

[isaiasmiguel]

Simply... the BEST! thanks a lot guys for the REAL VISION content..

[yuribakaloff]

Very insightful presentation. Thank you, Julien!

[croydesinaction]

Wow that was superb, great insight, thanks to you both.

[thecryptodontist]

Thank you all, for your comforting knowledge in helping to separate the signal from the myriad of noise out there.

[bernardocasso]

This is some great work Raoul/Julian, thank you so much to put this out there for all the economy, wall street and crypto enthusiast, there's so much content out there that is only focused on the go-go part of crypto investing, not so much on the what's driving this next move in the short/medium term, which is always the most difficult part of elaborating an opinion, once again thank you for taking the time to share this content.

[MarceloCYaluk]

Top notch stuff as always. Thank you so much guys!

[SUPERMEMECYCLE]

@27:50 $BKX looks the similar as $coin big head and shoulders

[CarlosPrimero-drok]

@34:45:Okay, so this has been recorded sometime in August and of course nothing has played out as predicted so far🤦‍♂️

[LKS]

The sleight of hand “MIT” inference is clever, subconscious branding. Even though most may know the report isn’t created for the Mass Institute of Tech its makes the report seem more substantive by the association with the acronym 😆

[PetrChorich]

Smart people invest in Titanx and ecosystem with more 20 projects, more then 20 million usd in buy and burn liquidity. #1 project this circle

[patrykleon]

Hey Guys. Please have a debate with Meet Kevin, he has also a Youtube Channel. It would be great to see his charts against your charts and check out the final result of your debate. According to FRED data Kevin uses, it looks like we will have a financial crisis. What do you think?

[michael]

Starts at 7:36. No respect for viewers time

[AtlanticLiving]

The bigger question is could XRP get an ETF before Solana?