Raoul Pal & David Mattin present…
the
exponentialist.
An almanac of the fastest period of change ever witnessed in history — a period of excitement, exhilaration, terror, and opportunity.
The Exponentialist is for humans first, investors second.
A world of 3D printed rockets, and autonomous AI agents, and simulated worlds. And U.S. elections, geopolitical earthquakes, debt...
The death of an old world, the birth of a new one.
the
exponentialist.
We are not ready for this.
Fate has ordained that we — all of us, together — are going to live through the death of an old world and birth of a new one.
A world of 3D printed rockets, crypto payments in space, discussions on rights for robots, machine intelligence that may outperform our own, simulated worlds where autonomous AI agents write code.
A world where all of those individual elements and a ton more interact with each other and accelerate further what is already accelerating.
At the same time, we are barreling into US elections, central banks changing the rules, job losses, geopolitical earthquakes, and of course — the 3 Ds: demographics, debt, and deflation.
We are not ready for this.
(Nobody is ready for this.)
We did not ask for this to be our time — a time where because of internet infrastructure, innovations can smash into humanity in months… a time where change happens exponentially rather than linearly… a time where we have months and years to adapt to technological change rather than decades and centuries.
Yet, here we are.
And this is why the Exponentialist was born.
The opportunity set is enormous.
You don’t have to like this new world or think that it’s all giant leaps forward for mankind.
But ignoring it isn’t an option.
“You can’t fight the weather,” says David Mattin, author of New World Same Humans, who has teamed up with Raoul Pal for the Exponentialist. “There are all kinds of ways to face this, but if your position is to turn away and not face it, it’s not going to work. It’s going to smash into you whether you’re facing it or turning away.”
Raoul Pal, co-founder and CEO of Real Vision and founder of the Exponentialist, takes it a step further… “If you think AI is going to be your demise, you might as well invest in it,” he says. “The size of the investment opportunity set is enormous.”
“It’s going to create trillions of dollars of value for the companies that win in the new technology age, and we can participate in that,” says Raoul. “The answer to an overly indebted world is to debase the currency and the only assets that not only offset it but outperform it are technology stocks and crypto.”
This new world will bring breakthroughs in healthcare, space exploration, energy, how society is structured, and so much more besides.
We are going from a linear world to an exponential world and enormous benefits will be there for the taking.
And this is also why the Exponentialist was born.
Ignoring
it isn't an
option.
the
exponentialist.
You’re invited to join...
the
exponentialist.
The exponentialist, co-founded by Raoul Pal and David Mattin, is the only service in the world that looks at the Exponential Age, not just from an investor’s perspective, but from the perspective of how it’s going to permanently change the world on every level, including your day-to-day life.
Because while we’re all investors and need guidance on how to invest in this new world (and you’ll find that in the exponentialist), this is so much bigger than that.
How do we choose what to cover?
Well, if it is going to change the world, and your life, we cover it. That’s our guiding star criteria.
Here’s what you get with this singular membership:
You’re invited to join...
the
exponentialist.
The Exponentialist, co-founded by Raoul Pal and David Mattin, is the only service in the world that looks at the Exponential Age not just from an investor’s perspective, but from the perspective of how it’s going to permanently change the world on every level, including your day-to-day life.
Because while we’re all investors and need guidance on how to invest in this new world (and you’ll find that in the Exponentialist), this is so much bigger than that.
How do we choose what to cover?
Well, if it is going to change the world, and your life, we cover it. That’s our guiding star criteria.
Here’s what you get with this singular membership:
360 exponentialist coverage
A monthly long-form essay on a theme driving the Exponential Age, followed by a presentation and member Q&A with David Mattin. Plus, monthly conversations with Raoul Pal and David Mattin.
The Exponentialist portfolio
A basket of trades from Raoul Pal which reflects the long-term thesis of the Exponentialist. The basket is designed to position for secular and cyclical trends, not as a trading service.
Updates on key themes
Key updates as needed on news that impacts the portfolio or could have huge domino effects. These updates will answer 3 questions: What happened? Why does it matter? What does it mean?
The macro picture
Once a month, we will assess where we are in the business/tech cycle, and what it means, with general trends and risk management layered in.
Community and events
The Exponentialist community will have their own home on the new Real Vision platform, and once a year we will host an Exponentialist event (online — at least at first).
The extra layer
Once a quarter “state of the union” presentations from Raoul Pal, an interview series hosted by David Mattin, deep dives on Exponential Age companies, and more.
The Exponentialist themes: the map of this new world.
The base infrastructure layer
- Data networks
- Computing power
- Cheap green electricity
- AI
The productivity layer
- Robotics
- 3d printing
- Autonomous vehicles
The digital value layer
- Digital Assets
- Cryptocurrencies
- Blockchain
The human layer
- Wearables
- Biotech
- VR
Meet your fellow adventurers.
About Raoul
Raoul Pal is the co-founder and CEO of Real Vision, a financial knowledge platform that arms investors with the knowledge, tools, and network they need to succeed.
He has also been publishing Global Macro Investor since 2005 to provide original, high-quality, and quantifiable research for the global macro investment community, hedge funds, and family offices.
In 2021, Raoul co-founded Exponential Age Asset Management, an asset management firm that offers a fund of funds in the digital asset space and other investment products. He is also the co-founder of Science Magic Studios, which uses emerging tech to create relationships between people and brands.
About David
David Mattin is an internationally recognised expert on emerging technologies, innovation, and social change. He is the author of New World Same Humans, a weekly newsletter sent to over 30,000 readers across tech, business, academia and government.
David speaks regularly at leading technology conferences, and at private events. His technology and innovation analysis has appeared in a wide range of publications, from The Times of London, to Wired, to Google Think Quarterly.
David works with leaders inside many of the world’s most prominent organizations — think Meta, Mastercard, Alphabet, Disney, Unilever, Accenture, and more — to help them understand and respond to exponential change.
Are you an exponentialist?
As technological progress converges and accelerates and we move into an exponential world, how we work, earn, save, engage, invest, communicate, and live will change irrevocably.
And how we see the world will change because AI is going to spot patterns in the world that were completely invisible to us. We’ve never had another entity that sees the world a different way and can tell us about it.
Are you ready?
Sure, you can beat a retreat. Avoid it all as much as possible and question why gold won’t go up and why, just why gosh darn it, can’t we go back to the good old days.
But if you’re the type of person who would never short humanity, then you’re in the exponentialist camp — welcome.
Accepting your invite.
The Exponentialist is for everyone, and yet very few.
It’s for investors who know that the world is changing rapidly. It’s for students who know the world they will graduate into will be very different from the world they study in. It’s for companies who are struggling to keep up with the dizzying pace of change.
It’s for humanists who want to think about how these changes will impact our modes of society. And it’s for people who are both struggling with and excited by everything that’s happening.
But it’s not for everyone.
You’ll already know from reading this if it’s for you.
If it is for you, the Exponentialist will normally cost 2,500 USD to join.
However, you are invited to become a charter member and join for 1,500 USD for one year, or 2,500 USD for two years (which is quite literally two years for the price of one). If a yearly option isn’t right for you, we also have a charter member option of $499 per quarter.
For annual charter members, we will also lock in this pricing for two additional years after your first membership period (that’s an option, not an obligation), while quarterly charter members can lock in this pricing for 3 more quarters.
And as a reminder, when the Exponentialist launches on November 8, members will get:
- Deep dive discussion: Raoul and David will have a monthly discussion on the key exponentialist themes, moving each one forward
- Long-form think piece: Once a month, David will share an essay on a theme driving the Exponential Age
- Presentation and member AMA: David will follow the think piece with a presentation and question and answer session for exponentialist members
- Macro coverage: Once a month updates on where we are in the business/tech cycle, with risk management and signals layered in
- Key updates: As needed, on events that have domino effects
- The Exponentialist portfolio: A basket of trades from Raoul Pal which reflect the long-term thesis of the Exponentialist, updated monthly
- The Exponentialists: The community will have their own home on the new Real Vision platform, and once a year we will host an Exponentialist event (online — at least at first).
- And: Quarterly “state of the union” presentations from Raoul, an interview series hosted by David Mattin, deep dives on Exponential Age companies, and more
Choose from...
Quarterly subscription
the
exponentialist.
700 USD
499 USD
Become a charter member for 1 quarter with the option (not the obligation) to lock-
in this price for an additional 3 quarters.
1-year subscription
the
exponentialist.
2,500 USD
1,500 USD
Become a charter member for 1 year with the option (not the obligation) to lock-in this price for an additional 2 years at the end of your first year.
2-year subscription
the
exponentialist.
5,000 USD
2,500 USD
Become a charter member for 2 years for the price of 1 with the option (not the obligation) to lock-in this price for an additional 2 years at the end of your 2nd year.
the
exponentialist.
FAQ
I’m a Real Vision member. Is this included in my membership?
The Exponentialist is not a Real Vision service and so it isn’t part of any of our membership tiers. It is the first service in our forthcoming RV Marketplace, where you can truly build your own financial world with the services and add-ons you need. Real Vision members will always get preferred pricing on services in the RV Marketplace.
When does the Exponentialist start?
The Exponentialist launch date is November 8.
I’m an RVIP Club member. Do I get an extra discount?
Absolutely. Please drop us a line at rvipclub@realvision.com.
Where does the Exponentialist live?
While the Exponentialist is not a Real Vision service, we are able to deliver it through the Real Vision platform. So if you’re already a Real Vision member, you don’t have to add another website to your list to visit. You can access your Real Vision membership and your Exponentialist membership all in one place.
I have more questions…
Drop us a line at milton@realvision.com and he’ll be able to help you out.
