"We’ve Entered the Exponential Age"
- Raoul Pal

Presented by Real Vision…

Welcome to The Exponential Age

How to navigate the convergence of macro, digital assets, and tech

Where: RealVision.com

What: 10+ extraordinary interviews over 2 weeks

Why: The monumental changes we face are scary – but the opportunities for you are huge. Maybe it doesn’t feel like it right now, but it’s time to be optimistic..

The Fourth Industrial Revolution Is Here. Ready?

When Raoul Pal – Co-Founder and CEO of Real Vision and CEO of Global Macro Investor – says “I believe this time IS different,” your reaction should be equal parts “oh s*it” and “oh wow.”

It’s a big statement. Big enough that he’s going to spend 2 full weeks on Real Vision exploring it (More on that in a minute…)

And it came from a year of puzzling over why the hell the biggest recession in a century bucked convention to bounce back so quickly.

From his 30 years of experience in the markets, it just didn’t make sense.

Until it did…

Play Video

Episode 5 of  “The Exponential Age” Mini-series on Real Vision.

“I don’t think we are in an asset bubble…”

Massively simplified, Raoul’s thesis is that…

  1. It is all fiat currency that is falling in value, not assets that are rising…
  1. In that case, we’re not in an asset bubble (Howard Marks said as much on Real Vision back in February: “I think most asset valuations are reasonable relative to the value of interest rates…”)
  1. The money printer going brrrr means the value of fiat currency has fallen 15.5% per annum since 2008.

“This is why everyone except the rich are getting poorer,” Raoul said. “People who rely on earnings and income versus owning assets are getting f**ked to the tune of -15% per annum.

“Macro, tech and crypto are now all the same world…”

So we’re all f**ked? Not so fast… The race is on to create something new before the old system destroys all our wealth or at least sucks all our savings into assets in a mad race to just break even against the debasement of money.

The Key…

Technology follows network-effect adoption curves and thus Metcalfe’s Law. Metcalfe’s Law is exponential and not linear. Looking at FAANG stocks on a linear chart, for example, makes them look like a massive bubble. (Fig. 1). But look at them on a log chart (Fig. 2), and it’s a perfect adoption trend.

“Everything has changed,” Raoul said. “The path of macro, digital assets and tech have all converged, and network effects is now what drives growth.”

So – macro is crypto. Crypto is macro. And technology-fueled human advancement is everything.

Fig. 1: FAANG Linear (Source: Global Macro Investor)
Fig. 2: FAANG Logarithmic (Source: Global Macro Investor)

Raoul’s Taking Over Real Vision for 2 Weeks… Are You In?

From Monday, May 10, Raoul took over the Real Vision platform with his Global Macro Investor hat on, to explore the fourth industrial revolution that is the Exponential Age.

It’s his takeover, so we’ll give him the mic…

“It’s going to be a hell of a two weeks. It’s going to blow your mind, and mine. We’re going to learn stuff we never knew. Or maybe my Exponential Age thesis will be proven completely wrong…! We’ll find out – by interviewing big thinkers and innovators to get to grips with how large all of this is…”

So who are your guides on this voyage of discovery…?

10+ Mind-Blowing Interviews on The Exponential Age Over 2 Weeks

Raoul Pal
Global Macro Investor Founder & CEO Real Vision

He’s unveiling his Exponential Age thesis to the world in conversation with Ed Harrison. (Coming Monday, May 10)

Nitya Sharma
CEO and Founder of Simpl

... On the payments landscape and opportunities in India.

Ajit Pai
Partner, Searchlight Capital & Former Chairman of the FCC

... On digital infrastructure, technology, and media.

Bill Tai
Venture Capitalist

... On the migration of value to the digital world and the many disruptions coming our way.

Aubrey de Grey
Chief Science Officer, SENS Research Foundation

... On medical and genetic science breakthroughs.

Nikolai Ardey
Executive Director, Volkswagen Group Innovation

... On what’s next for Volkswagen’s huge electric vehicles play.

Azeem Azhar
Founder, Exponential View

... On bridging the gap between technology and society.

...and more

Join Raoul’s Voyage of Discovery - Watch It All For $1

If you’re new to Real Vision, welcome. We’re the preeminent financial media platform.

Yeah, we make videos on investing, business, and the global economy. But what we really do is:

  • Democratize the best financial intelligence with guests like Kyle Bass, Stanley Druckenmiller, Mark Yusko, Jim Grant, and many more.
  • Connect and empower more than 100,000 people in one incredible community.
  • Disrupt the hell out of existing media models.

The most important thing? Since we launched in 2014, we’ve known that we don’t succeed if our members fail. So you know we’re not on anyone’s side except yours.

For just $1, you get 7 days to experience a Real Vision Essential membership to watch Raoul’s exploration of The Exponential Age, access thousands more hours of Real Vision interviews, analysis, documentaries, and… well, the truth about what’s really going on in the financial markets.

If you decide to stay with Real Vision, 1 year will cost $239 (less than $20 a month).

If you don’t – well, you can just cancel at the click of a button. We’ve literally made it as easy as it could possibly be.

“I think it’s time to be optimistic…”

– Raoul Pal on The Exponential Age

We know things are broken, we know the traditional macro world is broken, but we’re seeing the new world developing,” Raoul said. “This is the new opportunity. The next 10 – 20 years is going to witness the exponential adoption of new technologies on a scale and pace at which the world has never seen.”

Yeah, it’s easier to be pessimistic…

And yeah, optimism doesn’t exactly sell “We’re all screwed” newsletters, or get you a clickbait headline on CNBC.

But that’s not what anyone comes to Real Vision for. Clickbait headlines are everywhere out on the internet, that way

Source: @pareekhjain, Feb 21 (Twitter)

This is what people come to Real Vision for...

Every person who is interested in Finance should subscribe to RV essential. There is just no better place to learn about finance, macro and crypto.

I haven’t missed to watch a video since subscription.

@tim1546

Real Vision @realvision and Raoul Pal @RaoulGMI continue to bring incredible content to those of us hungry for real knowledge. Keep up the great work Raoul.

Kyle Bass

Real Vision has given me confidence in my investment decisions and a great perspective of the bigger/long term picture. The subscription price is minuscule compared to the value it brings to my investments and the yields I’ve made.

Ben M

If you can afford it, subscribe to @realvision. It’s the best finance programming I have come across. It would be insulting to compare it to Bloomberg or CNBC

@WollieOllie

I was fortunate to do your Real Vision trial and it’s been eye opening. I couldn’t imagine gaining this information and analysis during a time of peril any other way. Your willingness to share this with people, at a cost that anyone can afford, simply shows your character. For that, I wanted to reach out and thank you and share my deepest gratitude.

@Logan B

I’m always hesitant to pay for subscription but this has been worth it.

Vance Xu on Trustpilot

My RV subscription has been the best investment I’ve made in 4 decades. You have introduced me to so many financial greats and provided a wealth of financial information that is keeping my family and me on the right side of the markets.

John M.

Raoul Pal has absolutely changed my life. 🙏🏻 There is no other service like Real Vision to get insider information on how it ALL works, including new ways of thinking and intros to experts in diverse fields. @RaoulGMI @realvision Worth every cent.

@duchymitts

You guys at @realvision have been crushing it lately with interviews. It’s slightly depressing to see how scary smart the competition is…

But, it’s even more motivating and fascinating.

No joke Real Vision has changed my life.

@SethLevine2

Every person who is interested in Finance should subscribe to RV essential. There is just no better place to learn about finance, macro and crypto.

I haven’t missed to watch a video since subscription.

@tim1546

I’m always hesitant to pay for subscription but this has been worth it.

Vance Xu on Trustpilot

My RV subscription has been the best investment I’ve made in 4 decades. You have introduced me to so many financial greats and provided a wealth of financial information that is keeping my family and me on the right side of the markets.

John M.

There are things we do in life, not really knowing why, that instantly change our lives. Well, Real Vision isn’t one of them. Real Vision is one of those easy choices we make, fully aware of the benefits of it. If you’re not subscribing, you’re purposely wanting less out of life.

Diego on Trustpilot

Real Vision @realvision and Raoul Pal @RaoulGMI continue to bring incredible content to those of us hungry for real knowledge. Keep up the great work Raoul.

Kyle Bass

If you can afford it, subscribe to @realvision. It’s the best finance programming I have come across. It would be insulting to compare it to Bloomberg or CNBC

@WollieOllie

The folks at @RealVision also have built an awesome company very fast – and one which will withstand the violent tides of crypto. Also, In an ideal world, I’d access my data on RV rather than Bloomberg, which is a horrendously expensive nightmare.

@JRasteh

Raoul Pal has absolutely changed my life. 🙏🏻 There is no other service like Real Vision to get insider information on how it ALL works, including new ways of thinking and intros to experts in diverse fields. @RaoulGMI @realvision Worth every cent.

@duchymitts

Real Vision has given me confidence in my investment decisions and a great perspective of the bigger/long term picture. The subscription price is minuscule compared to the value it brings to my investments and the yields I’ve made.

Ben M

I was fortunate to do your Real Vision trial and it’s been eye opening. I couldn’t imagine gaining this information and analysis during a time of peril any other way. Your willingness to share this with people, at a cost that anyone can afford, simply shows your character. For that, I wanted to reach out and thank you and share my deepest gratitude.

@Logan B

You guys at @realvision have been crushing it lately with interviews. It’s slightly depressing to see how scary smart the competition is…

But, it’s even more motivating and fascinating.

No joke Real Vision has changed my life.

@SethLevine2

Join us for $1 - Cancel Anytime

If you’re into The Exponential Age but aren’t sure whether Real Vision is a good fit… join us for $1 for 7 days and get access to every Exponential Age interview.

You can cancel literally whenever you want with the click of a button.

We’re not like *cough* some media outlets which make you jump through hoops to cancel in a desperate attempt to keep you as a subscriber.

So there’s no downside (well, I guess you’re on the hook for $1…)

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