Raoul Pal: The Journey Man 🔴 URGENT: Drinks With Raoul Pal LIVE from Miami
12 snips
Jan 23, 2026 Ash, on-stage co-presenter and live moderator, keeps the Miami AMA humming with audience tweets, tequila rituals, and sharp scene-setting. Short exchanges cover macro cycles, liquidity in 2026, tokenization, AI-driven deflation, geopolitics around Greenland, and cultural takes on NFTs and youth adoption. Fast-paced, playful, and full of live Q&A energy.
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Make Patience Your Core Strategy
- Exercise patience: avoid reacting emotionally to short-term divergence from a long-run thesis.
- Tilt probabilities toward secular trends instead of chasing every market narrative.
Secular Trends Trump Short-Term Noise
- Secular trends like deflation from AI and robotics dominate long-term outcomes despite cyclical noise.
- Raoul Pal argues patience and sticking to secular theses create asymmetric long-term gains.
Debasement Explains Recent Market Rerates
- The 'debasement' narrative explains recent cross-asset moves and rising interest in inflation hedges.
- Raoul links debasement discussions to portfolio reallocation and market behaviour.