Crypto, Stocks, and Liquidity: The Truth They Won't Tell You | Drinks With Raoul Pal - September 3, 2026
About this episode
Raoul Pal provides an urgent update on the market selloff and the broader macroeconomic landscape.
Get those bud lights ready and those Doritos bags open, because it's time for another episode of Drink with Raoul. Raoul Pal cuts through the chaos with an urgent update on what’s really driving the market selloff. He’ll walk you through the broader macro picture, where we are in the business cycle, and what the extended cycle theory tells us about what’s next. This is about zooming out, understanding the structure beneath the surface, and staying focused while others lose their heads. Expect alpha, clarity, and yes... some snobby snacks and wine talk to take the edge off. If you need perspective, you’ll find it here. Today's episode is brought to you by TOKEN2049. TOKEN2049 Singapore, the world's largest crypto event, returns to Marina Bay Sands on 7–8 October. 25,000 attendees, 500 exhibitors, 300 speakers and 1,000 side events take over the city during TOKEN2049 Week. On stage: Raoul Pal (Real Vision), Jeff Yan (Hyperliquid) and Shayne Coplan (Polymarket). The Real Vision community gets 10% off tickets, claim yours. https://checkout.token2049.com/events/asia?promo=realvision10&utm_source=newsletter&utm_medium=email&utm_campaign=realvision&utm_id=realvision 🔥 *Download Raoul…
People in this episode
Host: Raoul Pal
Guests: Jeff Yan, Shayne Coplan
Topics covered
- market selloff
- macro picture
- business cycle
- extended cycle theory
- investing perspective
Keywords
- crypto
- stocks
- liquidity
- market analysis
- investing roadmap
Sponsors
TOKEN2049
Mentioned in this episode
Organizations: Real Vision
Places: Singapore
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