Equities Are Back, Baby...! ft. Andreas Steno
Raoul Pal: The Journey Man
Household and Bank Balance Sheets Are Stronger Than Perceived
Andreas argues banks and many households have repaired balance sheets, enabling scaled private lending despite higher rates.
đ„ *The future of finance is here... Join the waitlist:* https://rvtv.io/4mIxWi8 âȘ Raoul Pal and Andreas Steno dive deep into the new macro regime â where liquidity, policy, and technology intersect to drive the next great investment cycle. They unpack how private credit creation, AI-driven CapEx, energy transitions, and the âdebasement tradeâ across gold, crypto, and equities will reshape global markets in 2026 and beyond. Recorded on October 3, 2025. âȘ Follow Andreas Steno on X: @AndreasSteno đŁ This episode is brought to you by Figure, the platform to Earn and Borrow. Need liquidity without selling your crypto? Figure offers Crypto-Backed Loans, allowing you to borrow against your Bitcoin or Ethereum with 12-month terms and no prepayment penalties. They have the lowest rates in the industry at 8.91%, allowing you to access instant cash or buy more Bitcoin without triggering a tax event. You can always see your BTC ownership in your FM account and verify holdings in your personal BTC vault onchain. Unlock your cryptoâs potential today. đ Visit their app to apply for a Crypto Backed Loan today https://figuremarkets.onelink.me/Plnq/2uhuytay đŁ 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 worldâs 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 employs over 100 people in the US and Europe to manage a range of products, including ETFs, private alpha strategies, and SMAs for large investors. đ 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.
đŁ Todayâs sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether youâre a seasoned trader in the Futures arena or brand new, Plus500âs user-friendly trading platform offers you the advanced tools, market insights, and quick execution youâve been looking for. đ Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss.
đŁ Ready to see how Square can transform your business? đ Visit â square.com/go/realvisionâ to learn more! #squarepod
Unlock the potential to showcase your brand to our global audience. Contact us at partnerships@realvision.com for advertising inquiries.
Learn more about your ad choices. Visit podcastchoices.com/adchoices
The AI-powered Podcast Player
