Raoul Pal
Person
Believes that the AI market is nowhere near a bubble and discusses the bull case for AI.
Mentioned in 4 videos
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Videos Mentioning Raoul Pal
Inflation Came In Red Hot — So Why Did Bonds Rally? The Signal Everyone Missed
Tom Bilyeu
Economic commentator whose idea of liquidity moving around is referenced in the discussion of market volatility.
The Debt Spiral Just Started — And the Bond Market Is Breaking
Tom Bilyeu
His observation that markets tend to follow the path of maximum pain is cited.
How China Just Overtook America In AI Traffic
Tom Bilyeu
Believes that the AI market is nowhere near a bubble and discusses the bull case for AI.
Everything Is the AI Bet: You Won’t Believe How Much Vanishes If It All Breaks
Tom Bilyeu
Mentioned as someone who advised against exiting the market entirely during rebalancing, though the speaker has a different strategy.