The world is changing faster than ever before. This comes with life-changing opportunities but also unprecedented challenges. In The Journeyman, I talk to the greatest minds at the nexus of macro, crypto, and technology to figure out exactly what the Exponential Age means for us all. I uncover the big trends, potential investment opportunities, and economic risks and rewards, and ask the big questions on how this impacts us, our businesses, and our societies. Brought to you by Real Vision.
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June 11, 20261 hr 15 min
The AI Supercycle with Jordi Visser | Raoul Pal the Journey Man
Raoul welcomes back Jordi Visser to break down how AI is creating a massive supercycle, driven by compute, energy, agents, data centers, and an explosion in intelligence. Raoul and Jordi also explore how crypto, tokenization, personal AI “vaults,” and the invisible data economy could unlock new markets, new productivity, and major investment rotations beyond just Nvidia and the current AI leaders. Recorded June 4, 2026.
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June 4, 202638 min
AI Agents Will Change Crypto Forever
In this special presentation, Raoul breaks down how AI agents will create a vast “invisible economy” operating at machine speed, and that crypto rails, especially major layer 1s, are the infrastructure needed for agents to transact, settle, and coordinate value. Recorded May 21, 2026.
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May 28, 202652 min
Raoul Pal: How I Invest in Crypto | Raoul Pal The Journey Man
In this solo presentation, Raoul Pal explains why crypto is a long-term network adoption story, how liquidity and the business cycle drive the asset class, and why trying to perfectly time the cycle can often do more harm than good. He also breaks down his approach to Bitcoin, Ethereum, Solana, Sui, altcoins, risk management, self-custody, and using volatility to compound over time. Recorded on May 21, 2026.
Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for. Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss.
In this solo presentation, Raoul Pal explains why crypto is a long-term network adoption story, how liquidity and the business cycle drive the asset class, and why trying to perfectly time the cycle can often do more harm than good. He also breaks down his approach to Bitcoin, Ethereum, Solana, Sui, altcoins, risk management, self-custody, and using volatility to compound over time. Recorded on May 21, 2026.
🔥 *Download Raoul Pal's 4-year investing roadmap for free:* https://rvtv.io/41fVHWF
Timestamps:
00:00 - Coming up on Raoul Pal The Journey Man
01:06 - How Raoul Screwed Up
03:20 - Why Selling Bitcoin Early Was a Massive Mistake
05:48 - The “Everything Code” and Currency Debasement
07:35 - Why Demographics Are Driving Global Debt Higher
09:06 - How Liquidity and Money Printing Drive Markets
10:55 - Why Bitcoin Tracks Global Liquidity So Closely
12:05 - The ISM Business Cycle’s Impact on Crypto Markets
13:26 - Why Ethereum and Altcoins Outperform Late Cycle
14:42 - The “Don’t F This Up” Rules for Crypto Investing
18:08 - Why Buying the Dip Matters More Than Timing Cycles
19:35 - Why Raoul Thinks Crypto Could Reach $100 Trillion
20:49 - Inside Raoul’s “GMI Compounding Machine” Strategy
25:50 - Why Most Investors Fail Trying to Trade the Cycle
27:23 - Raoul’s Core Crypto Portfolio: BTC, ETH, SOL & SUI
29:09 - Why Layer 1 Blockchains Will Power the Future Economy
31:56 - Understanding Metcalfe’s Law and Network Adoption
35:26 - The Key Metric Raoul Uses to Evaluate Crypto Networks
36:50 - Why Altseason Happens During Economic Expansion
38:40 - The Economic Singularity and AI’s Impact on Humanity
41:08 - Why Art Becomes More Valuable in the AI Era
43:57 - How Crypto Art Creates Long-Term Wealth
45:04 - Raoul’s Final Framework for Building Crypto Wealth
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May 21, 202649 min
The Global Economy Is Changing Rapidly
Raoul Pal and GMI's head of macro research Julien Bittel, CFA, open their biweekly "Shooting the Shit" episode, which is normally exclusive to Real Vision Alpha members and above, to everyone. It's a sneak peek into how the guys brainstorm, interpret charts and look for opportunities through the macro lens. In this episode, they break down the forces driving markets right now, from global liquidity and crypto regulation to AI, compute, energy, stablecoins, and they explain why the old business cycle framework may be losing power as the exponential age accelerates.
Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for. Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss.
Timestamps:
0:00 - Introduction: The Exponential Age & Universal Code Thesis
1:40 - Trump, AI & Crypto: The Political Acceleration
4:07 - The US-China Grand Bargain: Trade, Taiwan & Nvidia
6:16 - Are We Mid-Cycle? The Case for a Supercycle
9:09 - Inflation, Compute Demand & Anthropic's Explosive Growth
11:37 - Crypto & Equity Chart Rundown (BTC, ETH, Circle, Tesla, Solar)
21:51 - Dollar, Rates & Copper: What to Watch
24:35 - Global Liquidity vs. Bitcoin: The Dominant Framework
30:02 - Portfolio Performance & Why You Shouldn't Trade Crypto
34:05 - The Buildout Has Only Begun: AI, Robots & the CapEx Supercycle
37:26 - Compute & Energy: The New GDP Formula
39:14 - The Economic Singularity & Why Old Macro Frameworks Are Broken
44:44 - Closing: Adapt Your Framework or Get Left Behind
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May 14, 20261 hr 13 min
The Future of Art Is Interactive
Raoul welcomes the artist, Coldie, for a deep dive into Coldie's career and how he came to help pioneer the future of AI, interactive, and on-chain art. Recorded May 4, 2026.
Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for.
Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss.
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May 13, 202635 min
The Universal Code: Crypto’s Next Big Move with Raoul Pal | Sui Live Miami 2026
Raoul Pal presents a new framework for understanding crypto, AI, and the future of economic coordination. Recorded live at Sui Miami, Raoul explains his “Everything Code” thesis, how networks, intelligence, energy, and exponential technologies are converging to reshape blockchains, markets, and the global economy.Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for.
Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss.
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May 7, 20261 hr 19 min
The End of Human Trading?
Raoul welcomes Yoni Assia, Founder and CEO of eToro, explore how AI agents, tokenization, and crypto rails could reshape global markets into 24/7, machine-driven systems. Raoul and Yoni also argue that finance is moving toward a future where AI doesn’t just assist investors — it trades, builds, learns, and forms capital on its own. Recorded April 30, 2026.
Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for.Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss.
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April 30, 202658 min
Bitcoin, Liquidity, and the Next Crypto Cycle
Raoul welcomes back Chief Crypto Analyst, Jamie Coutts, to dig into the macro big picture before discussing how to value L1s, the tokenomics of AI agents and the VC flight from crypto to AI. They also dig into the knock-on effects of the Iran War and highlight other opportunities emerging in crypto and AI. Recorded April 29, 2026.
This May 5–7, join Real Vision CEO Raoul Pal at Consensus Miami with 20,000+ decision-makers from the White House, Wall Street, and Web3. From crypto at scale to institutional integration and agentic commerce, the conversations shaping what’s next happen here. Save 20% with code RAOUL at https://consensus.coindesk.com/register/?promo=RAOUL&utm_campaign=RealVision_Newsletter&utm_content=c26&utm_medium=marketing&utm_source=RealVision&utm_term=paid&utm_id=c26
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Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for.
et started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss.
Learn more about your ad choices. Visit podcastchoices.com/adchoices
April 23, 20261 hr 11 min
The Next 2 Years Will Change Everything
Raoul welcomes back Peter Diamandis, Chairman of XPrize, and Salim Ismail, Founder at OpenExO, to dig into how AI and exponential technologies are accelerating so quickly that they will upend institutions, labor markets, and social structures, forcing people and organizations to adapt fast or get left behind. Raoul, Peter and Salim also make the bullish case that this disruption could ultimately create a more abundant, decentralized, and human-centered future, with huge implications for the future of humanity. Recored on April 13, 2026.
This May 5–7, join Real Vision CEO Raoul Pal at Consensus Miami with 20,000+ decision-makers from the White House, Wall Street, and Web3. From crypto at scale to institutional integration and agentic commerce, the conversations shaping what’s next happen here. Save 20% with code RAOUL at consensus.coindesk.com.
Abra provides high-net-worth individuals and institutions with a competitive edge in trading, investing, and collateralized borrowing—while maintaining full control through segregated account infrastructure.
Abra recently added a new dollar-yield strategy for USDAF. USDAF is a yield-bearing stablecoin on Solana that seeks to generate yield through delta-neutral DeFi strategies. Go to www.realvision.com/abra
Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for.Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss.
Learn more about your ad choices. Visit podcastchoices.com/adchoices
April 16, 20261 hr 15 min
ETH, Tokenization, and the Future of Wall Street
Raoul welcomes Vivek Raman, Co-Founder and CEO of Etherealize, and Danny Ryan, Co-Founder and President at Etherealize, to explore why Ethereum might just be the core infrastructure for Wall Street’s move into tokenization, stablecoins, and onchain finance. Raoul, Vivek and Danny also dig into how AI agents, privacy, scalability, and regulation could reshape the entire future of global financial markets. Recorded on April 1, 2026.This May 5–7, join Real Vision CEO Raoul Pal at Consensus Miami with 20,000+ decision-makers from the White House, Wall Street, and Web3. From crypto at scale to institutional integration and agentic commerce, the conversations shaping what’s next happen here. Save 20% with code RAOUL at consensus.coindesk.com.
Abra provides custody, trading, yield and BTC-backed loan products for digital assets for HNW and corporate clients. Abra provides full service treasury management for digital asset treasuries and corporations. Buy and hold digital assets in segregated accounts with multi-sig security. Go to “www.realvision.com/abra”
Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for.
Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss.
Learn more about your ad choices. Visit podcastchoices.com/adchoices
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