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Real Vision: Finance & Investing

Real Vision: Finance & Investing

Di: Real Vision Podcast Network
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 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 network you need to succeed on your financial journey. In each episode, we bring you in-depth interviews with the brightest minds in finance, including top investors, analysts, and industry leaders, to help you navigate the complexities of the global economy and make informed investment decisions. Join us as we explore market trends, investment strategies, and the forces shaping the financial landscape. Whether you're a seasoned investor or just starting, Real Vision is here to empower you with the information you need to achieve your financial goals. Subscribe today and access the best curated knowledge for FREE.© Copyright 2020 Real Vision Economia Finanza personale Politica e governo
Episodi
  • Inflation Inbound? | Macro Mondays: May 4, 2026

    Inflation Inbound? | Macro Mondays: May 4, 2026
    May 4 2026
    Andreas Steno Larsen and Mikkel Rosenvold are back to break down the latest shifts in global markets, starting with fresh developments in the Strait of Hormuz, then they turn to the inflation outlook, and they tackle the AI narrative, asking whether the surge in capex and demand from mega-cap tech signals a bubble, as markets continue to climb despite widespread skepticism. Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for. Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss. Let Monarch do your financial 'spring cleaning' for you! Use code REALVISION at Monarch.com to get your first year half off at just $50. Timestamps: 01:07 - Macro Mondays: Hormuz Moves, Inflation Risks, and the AI Bubble02:02 - Real Vision Portfolio Update and Why April Was Strong02:44 - Microsoft Earnings, OpenAI Backlog, and the AI CapEx Debate04:36 - Meta’s AI Spending Problem and Why the Backlog Isn’t There07:06 - What Could Actually Burst the AI Bubble?08:18 - Fed, ECB, and BOE Delay Hiking Talk as Hormuz Risk Builds09:24 - Why the Fed Won’t Cut Rates Yet Under Kevin Warsh10:19 - Project Freedom: The US Plan to Reopen the Strait of Hormuz11:13 - Trump’s Hormuz Announcement and Iran Missile Headlines13:08 - Can Trump’s Move Break the Strait of Hormuz Deadlock?14:20 - Why Iran Risks Looking Like the Aggressor if It Fires on Commercial Ships16:27 - Why the Strait of Hormuz Crisis Hits Emerging Markets Hardest19:17 - Why the West Can Still Pay Up for Oil and Food Supply20:39 - Energy Shock, Imported Inflation, and the Real Risk to Western Economies23:53 - Trump-Xi Summit Risks, Global Trade Chokepoints, & China Dependencies26:46 - Solar Panels, Rare Earths, and the New Supply Chain Power Game 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Connect with Real Vision™ Online:Twitter: https://rvtv.io/twitterInstagram: https://rvtv.io/instagramWebsite: https://rvtv.io/3Y4t5PwDisclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf #realvision #macromondays #andreasteno Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    34 min
  • The Rally Nobody Believes In | Macro Mondays: April 27, 2026

    The Rally Nobody Believes In | Macro Mondays: April 27, 2026
    May 4 2026
    Andreas Steno Larsen and Mikkel Rosenvold break down the latest developments in the Strait of Hormuz as a risk for global energy flows and supply chains continues to dominate headlines. They also zoom out to the global growth picture, exploring why sentiment remains bearish, yet equities continue to grind higher. Let Monarch do your financial 'spring cleaning' for you! Use code REALVISION at Monarch.com to get your first year half off at just $50. Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for. Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss. 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe Timestamps: 00:00 - Welcome to Macro Mondays with Andreas Steno & Mikkel Rosendvold01:06 - Real Vision Pro Portfolio Tracker03:55 - Laughs of the Week: X Doom Posts & AI Slop07:57 - Festus Montana: Data Center Backlash09:30 - Energy Trade: Nuclear, Fuel Cells & Bloom Energy11:17 - Macro Pivot: Iran Stalemate & Strategic Patience13:27 - Crude & Jet Fuel On-Water Storage Analysis15:51 - Negative Natural Gas Prices in Texas vs 2022 Crisis17:46 - Geopolitical Risk vs Market Impact Disconnect19:10 - Investor Sentiment Disconnect at All-Time Highs21:14 - Goldman Prime Book: Low Hedge Fund Leverage23:26 - Semiconductors Rally: South Korea Export Surge25:10 - Mag 7 Cloud CapEx & The Next Power Trade26:46 - EU & US Grid Operators Rationing New Plugins27:30 - Live Show Copenhagen & Wrap-Up Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    35 min
  • Has Crypto Finally Turned the Corner? | REKT Vision with Sergito, Apr. 24, 2026

    Has Crypto Finally Turned the Corner? | REKT Vision with Sergito, Apr. 24, 2026
    Apr 24 2026
    This week on REKT Vision, Bijan welcomes back Sergito, the CEO of Meebit Company, to discuss the biggest narratives and themes driving cryptocurrencies, macro, and AI right now. They dissect the week's price action, including the ongoing recovery, interesting trades, and, of course, Meebits and the wider NFT space. Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for. Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss. Learn more about your ad choices. Visit podcastchoices.com/adchoices
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    58 min
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