Insider Talks – November 2020 (LIVE)

Published on
November 10th, 2020
Duration
63 minutes


Insider Talks – November 2020 (LIVE)

Insider Talks ·
Featuring Raoul Pal and Julian Brigden

Published on: November 10th, 2020 • Duration: 63 minutes

In this month's Insider Talk, Raoul and Julian will be going live at 2:15 PM EDT on November 11th to discuss their recent thoughts and answer questions from all of our Real Vision members.

Comments

Transcript

  • NJ
    Nesko J.
    13 November 2020 @ 18:47
    V
  • BC
    Brent C.
    12 November 2020 @ 15:11
    Around minute 16 into the Raoul says 2021 is the write off year and 2021 is the recovery year. Obviously, he didn't mean to say the same years, but did he mean 2020 is the write off year or 2021 is the write off year? Thanks.
    • GH
      Gloria H.
      13 November 2020 @ 15:54
      The captions appear to correct this - “2021 the write-off year, 2022 the recovery year”
  • BR
    Brian R.
    12 November 2020 @ 00:14
    So when Ray Dallio says today that he thinks BTC will be shutdown by governments- what do you think he is thinking that you disagree with? It's funny though- he says BTC will be banned but he is a proponent of gold. Why would they ban btc and not ban gold? That never made sense to me.
    • BS
      Brian S.
      13 November 2020 @ 04:18
      My best guess is because Gold is a lot easier to confiscate and manage as a government. I have no idea how they could logistically deal with bitcoin.
  • BS
    Brian S.
    13 November 2020 @ 04:16
    Wow well done with this website feature were you can scroll down to see the comments and the video gets minimzed.
  • HS
    Henry S.
    12 November 2020 @ 18:15
    Raoul should get Julian some Bitcoin for Christmas.
  • DD
    Donal D.
    12 November 2020 @ 04:09
    Just a question for Raoul on the TLT Call trade. It seemed clear to me that longer term both you and Julian agree that the Fed wont allow rates to rise much further the question is when do they step in. Given this does it make sense to extend the call option from March 2021 to mid year or even December? Thanks, Donal.
    • RP
      Raoul P. | Founder
      12 November 2020 @ 18:11
      Can be but my view is the weakness is next 3 months so that's the sweet spot as we both agree on it
  • BR
    Brian R.
    12 November 2020 @ 00:14
    So when Ray Dallio says today that he thinks BTC will be shutdown by governments- what do you think he is thinking that you disagree with? It's funny though- he says BTC will be banned but he is a proponent of gold. Why would they ban btc and not ban gold? That never made sense to me.
    • SY
      Shiva Y.
      12 November 2020 @ 04:36
      They would ban Bitcoin because Bitcoin takes the middle-man out. They wouldn't ban gold bcz it's dumb. It's easily manipulated. Governments/CBs are masters of manipulation. Bitcoin is practically the "theft of fire and giving it to humans".
    • PC
      Peter C.
      12 November 2020 @ 14:34
      Dalio believes, like Julian, that BTC is at risk when it becomes "material". The question is, when does it become material? Gold's market cap is 40x higher but is still small compared to the market cap of US stocks for example (~160x BTC) or the global money supply (~500x BTC). A 10x increase may not be material yet but when it starts to approach gold's market cap things may change. As a historic store of vallue that is better to control and is owned by central banks, gold has more credit than BTC so we may see voices to curtail when it is headed to become a bigger store of value than gold. Luckily, governements are inflating the money supply more than ever. It is the tailwind behind gold's market cap that may double or triple in the mean time. This means that a 100x increase in BTC's market cap (and BTC itself as almost all BTC is mined) is feasible before governements decide to intervene in a bad way (IF that would happen).
  • SN
    Stefan N.
    12 November 2020 @ 03:16
    In Raoul's recent update I think he is still very much long gold(not very clear). Is this the case as he did not comment on the gold position question?
    • DD
      Donal D.
      12 November 2020 @ 06:50
      Stefan, I recall hearing from one of the interviews that his position is basically BTC 70% and Gold 30% This is % of his liquid net worth cant recall which interview this was in. Donal.
    • jn
      jordan n.
      12 November 2020 @ 08:54
      Believe RP's gold position may be legacy (?).
  • SN
    Stefan N.
    12 November 2020 @ 03:02
    Would there be a useful 'broad commodity" EFT worth looking at going forward. I would also welcome a deep dive analysis like the one last month following on from this inside talk. Cheers
    • jn
      jordan n.
      12 November 2020 @ 08:53
      Have used DBA in past for food commodities. Has its issues but does the job.
  • NR
    Nathan R.
    12 November 2020 @ 02:03
    Julian is right about BTC. A plaything of the the hopeful and the cynical until it becomes a threat. Then it will be annihilated. Trade accordingly.
  • FA
    Fadi A.
    12 November 2020 @ 01:25
    RAOUL BITCOIN IS THE POSITIVE BLACK SWAN OF 21st CENTURY FADI
  • AS
    Ash S.
    12 November 2020 @ 01:12
    Love the banter.