I have a lot of mixed feelings on Raoul Pal as I believe his ego gets in the way of his capacity to analyze markets but I believe that when another person is able to put him on the spot, the best comes out of him. I enjoyed this interview from James @ InvestAnswers

https://www.youtube.com/watch?v=fINxauWFYtA

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I liked the video and the thesis behind it even more so. Started digging into the 4 years cycle of everything since 2008 and am finding a ton of correlations that fit the thesis. Would love to read the full paper, but it's behind a massive paywall of 4k$.