Welcome back to Impact Theory with Tom Bilyeu! In this episode, we’re joined once again by Raoul Pal, a renowned macro investor and futurist thinker. Raoul Pal dives deep into the seismic shifts happening in the global economy, exploring how AI and technology are driving the next exponential age, reshaping markets, and pulling liquidity away from sectors like crypto. Together, we examine the opportunities—and challenges—facing investors in an uncertain world, including the impact of central bank decisions, the evolution of money and digital assets, and the looming transition to AI-driven decision-making at every level of business and government.
From debunking doom-laden narratives about the decline of the US dollar to strategies for surviving—and thriving—amid market cycles, Raoul Pal shares the hard-earned lessons all investors need to hear. Prepare to rethink your playbook for the future as we tackle everything from the psychology of investing to the profound societal questions emerging in the age of artificial intelligence.
00:00 Intro
00:59 Liquidity In the Stock Market
06:44 The Dot-Com Math Nobody Runs
11:20 The $600 Test
22:03 Why The US Wants $3 Trillion In Stablecoins
32:43 The Real Danger of the Doom Narrative
44:03 Why AI Can't Kill Us
Cash App: Download Cash App Today: https://capl.onelink.me/vFut/v6nymgjl #CashAppPod
*Cash App is a financial services platform, not a bank. Banking services provided by Cash App’s bank partner(s). Prepaid debit cards issued by Sutton Bank, Member FDIC. Cash App Visa® Debit Flex Cards issued by Sutton Bank, Member FDIC, and The Bancorp Bank, N.A., pursuant to a license from Visa U.S.A. Inc. See terms and conditions for the Sutton prepaid card, Sutton debit flex card, and Bancorp debit flex card. Cash App Green features, Savings, Direct deposit, Round ups, Overdraft coverage and Discounts provided by Cash App, a Block, Inc. brand. Visit cash.app/legal/podcast for full disclosure.
Quince: Free shipping and 365-day returns at https://quince.com/impactpod
Whatnot: Download the Whatnot app today and get free shipping on your first order.
Surfshark: Go to https://surfshark.com/TOMB or use code TOMB at checkout to get 4 extra months of Surfshark!
ATT Business: Switch to AT&T Business at business.att.com
Horizon.ai: Go to https://horizon3.ai/IMPACTTHEORY and request your free NodeZero demo. No commitment required. Results in hours, not weeks.
Quo: Try for free PLUS get 20% off your first 6 months at https://quo.com/impact
Incogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impact
Pique: 20% off at https://piquelife.com/impact
Shopify: Own your customer relationships. Own your revenue. Start with a free trial at https://shopify.com/impact
Ketone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription order
What's up, everybody? It's Tom Bilyeu here:
Want my help starting a business? Join me here inside Zero To Founder
Sign up for my AI Masterclass: AI Masterclass
FOLLOW TOM:
Instagram:https://www.instagram.com/tombilyeu/
Tik Tok:https://www.tiktok.com/@tombilyeu?lang=en
Twitter:https://twitter.com/tombilyeu
YouTube:https://www.youtube.com/@TomBilyeu
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
