From Wall Street to Crypto: Tom Lee’s Investing Journey

🔥 Get my FREE PDF report to Unf*ck Your Future: https://rvtv.io/3YOZZUe. Raoul Pal welcomes Fundstrat Global Advisors co-founder and head of research Tom Lee back to share his financial journey and discuss how the lessons he's learned through previous cycles impact his investing strategies today. Raoul and Tom explore specific strategies for this market cycle, the future impact of AI, how demographic shifts and technological advancements will shape the global economy, and much more. Recorded on February 25, 2025. 📣 This episode is brought to you by Bitwise Asset Management. Bitwise has been all-in on crypto since 2017 and has more than 20 crypto-based products to help investors get the access they need. Bitwise manages the world’s largest crypto index fund, one of the top Bitcoin ETFs, and one of the largest institutional Ethereum staking solutions. Bitwise has over $10 billion in assets under management and over 100 people in the US and Europe to help manage everything from ETFs to private alpha strategies to SMAs for large investors. 👉 Check out Bitwise at https://bitwiseinvestments.com and let them know that Real Vision mentioned them. Carefully consider the extreme risks associated with crypto before investing 📣 This episode is sponsored by SuperAI. Join over 7,000 attendees and 1,000 companies on 18-19 June at SuperAI Singapore. East will meet West as we bring together the global AI ecosystem for Asia's Largest AI Event. Industry leaders will converge for 2 unparalleled days, stepping into the future to explore the exponential AI age. Expect an immersive experience that will unveil the latest developments from the frontiers of LLMs, the intersection of AI and crypto, robotics, drones, SpaceTech, the societal and economic impact of generative AI, and much more. 👉 Grab your tickets at https://superai.com with promo code REALVISION for an exclusive 20% off—only while tickets last. 🔥 Arch Public: It’s a hedge fund in your pocket. Built for retail traders, designed to outperform Wall Street. 👉 Try emotionless algorithmic trading at Arch Public today. Register for free at https://realvision.com/arch Timestamps: 00:00 Intro 02:10 Introducing Tom Lee 03:21 Tom Lee’s beginnings on Wall Street 04:37 His experience in the wireless industry in the 90s 07:04 The impact of bonds on stocks 08:46 How age influences perception 09:24 The network effect and adoption in emerging technologies 11:50 The fiber boom and tech industry overbuilds 14:59 How the dot-com bubble impacted value investors 16:17 The post-bubble rise of Web 2.0 and social media 22:11 How Tom navigated the 2008 financial crisis 26:33 Transitioning to macro strategy at JPMorgan 29:43 Calling the bottom of the 2009 market crash 34:07 The rise of retail investors and the financialization of millennials 37:00 Tom’s introduction to Bitcoin and initial skepticism 38:44 Understanding Bitcoin’s network value 39:58 Institutional backlash against Bitcoin in 2017 42:24 Current macro outlook and bullish equity cycle 44:39 AI, capital investment, and the changing tech landscape 48:15 Finding investment opportunities in AI and exponential technologies 50:46 The role of energy and infrastructure in AI’s future 51:58 The value of tangible experiences in a digital world 53:28 Closing thoughts and future discussions with Tom Lee 54:23 Outro and the importance of preparing for economic shifts Music license ID: 359958 "Enter NIght" by Giorgio Vitté License owner - mark issa Unlock the potential to showcase your brand to our global audience. Contact us at [email protected] for advertising inquiries. 🍌 Get your Banana Zone swag at the Real Vision merch store: https://shop.realvision.com Connect with me: Twitter (X):   / raoulgmi   Instagram:   / raoulgmi   LinkedIn:   / raoul-pal-real-vision   My other work: Real Vision: https://rvtv.io/3LHYIaH Global Macro Investor: https://globalmacroinvestor.com The Exponentialist: https://realvision.com/thefuture EXPAAM: https://expaam.com Connect with Real Vision™ Online: Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Web: 🔥 https://rvtv.io/3Y4t5Pw Disclaimer: https://media.realvision.com/wp/20231... #raoulpal #crypto #macro #macroeconomics #cryptocurrency #cryptonews #blockchain #web3 #nft #nfts #btc #eth #btcnews #bitcoin #bitcoinnews #bitcointoday #cryptotrading #cryptoinsights #cryptotips #cryptoinsights #macroinsights #realvision #solana #sol #solanasol #altcoins #bitcoinnews #btctoday #btcnews