Real Vision: Finance & Investing cover image

Macro Mondays: August 11, 2025

Real Vision: Finance & Investing

00:00

Navigating Tech Valuation and Economic Trends

This chapter explores the nuanced valuation of technology companies compared to the S&P 500, cautioning against historical comparisons due to the exponential growth of technology. It also examines the implications of U.S. policy on dollar strength, institutional interest in Ethereum staking following new legislation, and the geopolitical complexities arising from the Ukraine conflict. Furthermore, it analyzes expected inflation trends and the Trump administration's monetary policy approach, shedding light on public sentiment towards economic resilience.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app