Real Vision: Finance & Investing

By Real Vision Podcast Network

Welcome to the Real Vision Podcast, your go-to source for cutting-edge insights and expert analysis in the world of finance and investing.

Our mission is to arm you with the knowledge, tools, and netw... more

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The podcast currently has 2,146 episodes available.

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Number 1: Is Risk-On Too Risky? | Macro Mondays: August 31, 2026
Andreas Steno and Mikkel Rosenvold are back to unpack Kevin Warsh’s surprisingly hawkish message at Jackson Hole and what it could mean for markets. They also turn to the latest escalation in the Middle East following U.S. attacks on Larka Island. Is the war restarting, and could renewed geopolitical risk disrupt the market setup just as investors were beginning to embrace the bull case? 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:00 - Macro Mondays with Andreas Steno & Mikkel Rosenvold 00:23 - Kevin Warsh Turns Hawkish: Should Investors Pull Back on Risk? 02:01 - What Warsh’s Jackson Hole Speech Really Changed 03:31 - PCE vs CPI: Which Inflation Signal Should the Fed Trust? 06:22 - Warsh vs Bessent: The Battle Over Rates and Bond Yields 08:58 - September Rate Hike: Is the Market Overreading the Fed? 13:04 - Why One Rate Hike Probably Won’t Kill the Business Cycle 15:17 - US Strikes Larak Island: Is the Iran War Restarting? 16:46 - Strait of Hormuz, Crack Spreads, and the Next Inflation Trade 21:12 - South Korea Exports vs ISM: The AI Boom Is Still Running Hot 24:01 - Jobs Report Preview: Why Weak Payrolls May Not Stop the Fed 25:54 - ECB vs Fed: Why the Short-Dollar Trade Still Works #macromondays #macro #mikkelrosenvold #andreassteno #stenoresearch #markets #investing #stocks #stockmarket #fed #bonds #treasuries #usdollar #dxy #liquidity #ai #openai #anthropic #interestrates #trading #realvision #scottbessent #kevinwarsh #federalreserve Learn more about your ad choices. Visit podcastchoices.com/adchoices
August 31, 202631min
Number 2: Scott Bessent Just Changed the Liquidity Setup | Macro Mondays: August 24, 2026
Andreas Steno and Mikkel Rosenvold are back to ask whether Friday’s stock market rally marks the return of a more bullish macro setup, and how far this move could run. They break down Scott Bessent’s latest intervention in bond markets and what it could mean for yields, the U.S. dollar, and global liquidity. Plus, they dig into the intensifying Anthropic vs. OpenAI battle and ask whether markets are getting another dose of “Warsh hopium” after Friday’s price action. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:00 - Are We Finally Back? 00:59 - Bitcoin and Gold Start Moving Again 02:25 - Why the Debasement Trade Is Back 03:24 - What Treasury Buybacks Actually Do 04:53 - The TGA Changes the Liquidity Story 05:29 - Why Bank Liquidity Matters for Markets 07:19 - How Much Liquidity Could Treasury Add? 09:42 - Hedge Funds Become the Marginal Treasury Buyer 11:35 - Is This Sustainable for Bitcoin and Gold? 12:19 - Temporary vs. Permanent Liquidity 14:02 - How Big Could Bessent’s Buybacks Get? 16:46 - Andreas’ Weaker-Dollar Portfolio Setup 18:03 - OpenAI vs. Anthropic 24:14 - Iran, China, and the Geopolitical Spillover 28:06 - What Could Kevin Warsh Say at Jackson Hole? 29:07 - The Most Important Macro Chart Right Now 30:06 - Is the Fed About to Turn Less Hawkish? #macromondays #macro #mikkelrosenvold #andreassteno #stenoresearch #markets #investing #stocks #stockmarket #fed #bonds #treasuries #usdollar #dxy #liquidity #openai #anthropic #interestrates #trading #realvision #scottbessent #kevinwarsh #federalreserve Learn more about your ad choices. Visit podcastchoices.com/adchoices
August 24, 202634min
Number 3: Inflation Is Cooling, So Why Is the Fed Running Hot? | Macro Mondays
Andreas Steno and Mikkel Rosenvold are back on this Macro Monday episode to discuss why the Fed may still be overreading inflation risks; Mikkel digs into why Donald Trump ordered a pullback on military exercises in South Korea, and Andreas lays out the trades he likes right now in the current macro regime. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:00 - Goldilocks Is Back? Why Growth and Inflation Are Finally Aligning 05:02 - US Consumer Strength vs Record-Low Sentiment: What’s Really Going On 10:41 - Why the Fed Could Be Wrong-Footed by Falling Inflation 13:07 - Four Reasons US Inflation Is Cooling Faster Than Expected 18:45 - Could Goldilocks Change the Midterm Election Outlook? 19:36 - Trump, South Korea, and the Growing Risk to Asia’s AI Supply Chain 22:08 - High-Bandwidth Memory, China, and the US Export-Control Problem 24:31 - Micron, Memory Stocks, and Why the AI Trade May Still Be Early 26:34 - The Best Macro Trade Now: Own Inflation Where the Fed Can’t See It 29:31 - Why a Weaker Dollar Could Unlock the Next Leg of the Rally Learn more about your ad choices. Visit podcastchoices.com/adchoices
August 17, 202633min
Number 4: The Bitcoin Bottom Is Looking More Convincing | Trading The Markets: Septmeber 2, 2026
Bijan Maleki and Kris Bullock are back to break down a potentially important shift in the macro setup for crypto. With the U.S. Treasury stepping up long-dated bond buybacks, long-end yields are falling and the dollar is weakening, conditions that could become increasingly supportive for bitcoin, gold, and other risk assets. 👉 Have a question for Kris? Join the live show every Wednesday at 1pm ET in the RV Discord. Register here: https://discord.gg/FTQsrUhD9Z. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:00 - Trading the Markets: Bitcoin’s Reversal Takes Shape 04:27 - Bitcoin Breaks a Major Monthly Bull Market Signal 06:30 - Is the Bitcoin Bottom Finally In? 09:12 - Bitcoin ETF Inflows & Meme Coins Show Signs of Life 12:43 - How to DCA Bitcoin Without Chasing the Rally 16:03 - Bitcoin Consolidation: What Happens Next? 17:36 - Solana & Uniswap Lead the Crypto Rally 19:10 - DeFi & Meme Coins Show Major Strength 21:03 - Robinhood’s Crypto Ecosystem Is Driving the Market 27:09 - Bitcoin, Ethereum & Hyperliquid Hold Their Gains 32:19 - Chainlink & the Tokenization Opportunity 34:58 - NEAR, Aave, Sui, Tron & XRP Lose Momentum 40:11 - PUMP, Bittensor & PENGU Give Back Their Gains 43:27 - Ondo & Morpho: Which DeFi Charts Still Look Strong? 50:07 - What Could Be the Next Hyperliquid? #bitcoin #crypto #cryptocurrency #btc #ethereum #altcoins #cryptomarket #cryptotrading #bitcoinprice #technicalanalysis #macro #liquidity #investing #trading #etf #nvidia #ai #realvision Learn more about your ad choices. Visit podcastchoices.com/adchoices
September 02, 20261h 1min
Number 5: Bitcoin Just Flipped! Is the Bottom Finally In? w/ Kris Bullock & Bijan Maleki | Trading the Markets August 26, 2026
Bijan Maleki and Kris Bullock are back to break down a potentially important shift in the macro setup for crypto. With the U.S. Treasury stepping up long-dated bond buybacks, long-end yields are falling and the dollar is weakening, conditions that could become increasingly supportive for bitcoin, gold, and other risk assets. 👉 Have a question for Kris? Join the live show every Wednesday at 1pm ET in the RV Discord. Register here: https://discord.gg/FTQsrUhD9Z. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:00 - Crypto Market Recap: What Drove the Massive Rally? 02:25 - Bitcoin’s Historic Three-Day Short Squeeze Explained 05:48 - Bitcoin ETF Inflows Surge to a One-Year High 08:08 - U.S. Retail Investors Are Buying Bitcoin Again 10:23 - Altcoins Rally as Crypto Market Breadth Surges 11:30 - Bitcoin Bottom Signal: Is the Bear Market Ending? 15:27 - Bitcoin’s Monthly Trend Nears a Major Bullish Flip 19:14 - Is a New Bitcoin Bull Market Starting? 23:10 - Liquidity, Bond Yields & the Bitcoin Debasement Trade 27:35 - Hyperliquid Hits a New All-Time High 31:28 - Solana & Ethereum Show Major Relative Strength 34:18 - The Altcoins Outperforming Bitcoin Right Now 35:06 - Sui & NEAR Lag the Crypto Market Rally 40:21 - Should You Rotate From Weak Altcoins Into Market Leaders? 44:00 - PENGU, ESP & the Strongest Altcoin Setups 46:08 - REKT, Robinhood Chain & Emerging Crypto Plays 50:12 - Dogecoin vs Hyperliquid: Which Has More Upside? 52:04 - Best Crypto Trades: What to Buy After the Rally? #bitcoin #crypto #cryptocurrency #btc #ethereum #altcoins #cryptomarket #cryptotrading #bitcoinprice #technicalanalysis #macro #liquidity #investing #trading #etf #nvidia #ai #realvision Learn more about your ad choices. Visit podcastchoices.com/adchoices
August 26, 202659min