
Raoul Pal|Apr 10, 2025 12:08
The 2025 Macro Playbook w/ @AndreasSteno—Enjoy!
00:00 - Macro chaos everywhere
05:00 - Andreas’ trading origins
10:00 - Breaking free from the bank
15:00 - The debt trap is real
20:00 - Left-tail risk is gone
25:00 - Currency debasement ahead
30:00 - AI and the productivity boom
35:00 - Tariffs and inflation myths
40:00 - Soft patch or setup?
45:00 - Manufacturing jobs won’t return
50:00 - Europe’s tech insecurity
55:00 - China’s quiet strategy
01:00:00 - Why Andreas embraced crypto
01:05:00 - Managing emotions in markets
01:10:00 - Final thoughts and timing the bottom
👉 Learn more on @RealVision
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